What public Form 5500 filings show about the Eric Kelley MD SC 401(k) plan — and how to find and check your own account.
Eric Kelley MD SC (EIN 36-3574374) reports ERIC KELLEY MD SC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $121K in plan assets across 4 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 Eric Kelley MD SC filing — schedules, fees, and providers.
Eric Kelley MD SC’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 Eric Kelley MD SCHR for the recordkeeper’s name and login.
