Dr. Borwen Newman Shiue Optometry, Inc. 401(k) Plan

The Dr. Borwen Newman Shiue Optometry, Inc. 401(k) on its latest Form 5500

Dr. Borwen Newman Shiue Optometry, Inc. (EIN 27-2464898) reports DR. BORWEN NEWMAN SHIUE OPTOMETRY, INC. 401(K) PLAN on its most recent Form 5500, with $272K in plan assets across 3 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 Dr. Borwen Newman Shiue Optometry, Inc. filing — schedules, fees, and providers.

Who runs the Dr. Borwen Newman Shiue Optometry, Inc. 401(k)?

Dr. Borwen Newman Shiue Optometry, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Dr. Borwen Newman Shiue Optometry, Inc.HR for the recordkeeper’s name and login.

How to check your Dr. Borwen Newman Shiue Optometry, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Dr. Borwen Newman Shiue Optometry, Inc. 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).