COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(k) Plan
What public Form 5500 filings show about the COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(k) plan — and how to find and check your own account.
The COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(k) on its latest Form 5500
COLORADO PERMANENTE MEDICAL GROUP, P.C. (EIN 84-0832336) reports COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN on its most recent Form 5500, with $1.0B in plan assets across 1,259 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 PERMANENTE MEDICAL GROUP, P.C. filing — schedules, fees, and providers.
Who runs the COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GHP INVESTMENT ADVISORS, BTIG, CAPITAL ADVISORS, WEALTH ENHANCEMENT ADVISORY SE, MOUNTAIN CAPITAL INVESTMENT AD, SOLTIS INVESTMENT ADVISORS.
How to check your COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask COLORADO PERMANENTE MEDICAL GROUP, P.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).