What public Form 5500 filings show about the DEER Oaks Mental Health Associates, PC and Affiliated Entities 401(k) plan — and how to find and check your own account.
DEER Oaks Mental Health Associates, PC and Affiliated Entities (EIN 74-2732391) reports DOMHA 401(K) PLAN on its most recent Form 5500, with $8.0M in plan assets across 509 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 DEER Oaks Mental Health Associates, PC and Affiliated Entities 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 DEER Oaks Mental Health Associates, PC and Affiliated Entities 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH FINANCIAL NETWORK.