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.
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.
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): WEALTH ENHANCEMENT ADVISORY SE, MOUNTAIN CAPITAL INVESTMENT AD, CAPITAL ADVISORS, SCHULTZE ASSET MANAGEMENT, CHARLES SCHWAB & CO, FISHER INVESTMENTS.
