What public Form 5500 filings show about the Emergency Physicians Professional Association 401(k) plan — and how to find and check your own account.
Emergency Physicians Professional Association (EIN 41-0949999) reports EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $294.4M in plan assets across 487 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 Emergency Physicians Professional Association 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 Emergency Physicians Professional Association 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OCEANSIDE ADVISORS, ADVOCATE GROUP, CREATIVE PLANNING, LARSON FINANCIAL GROUP, MUTUAL ADVISORS, EVEREST FINANCIAL GROUP.
