What public Form 5500 filings show about the Colorado Allergy & Asthma Centers, P.C. 401(k) plan — and how to find and check your own account.
Colorado Allergy & Asthma Centers, P.C. (EIN 84-0735271) reports COLORADO ALLERGY & ASTHMA CENTERS, P.C. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $28.8M in plan assets across 121 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Colorado Allergy & Asthma Centers, P.C. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Colorado Allergy & Asthma Centers, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WORLD INVESTMENT ADVISOR, CHARLES SCHWAB & CO.
