What public Form 5500 filings show about the Excelsior Orthopaedics LLP 401(k) plan — and how to find and check your own account.
Excelsior Orthopaedics LLP (EIN 16-1608040) reports EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $63.0M in plan assets across 655 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 Excelsior Orthopaedics LLP 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Excelsior Orthopaedics LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES FINANCIAL SERVICES, RAYMOND JAMES & ASSOCIATES, COMMONWEALTH EQUITY SERVICES, BURNS/NOWAKOWSKI GROUP, VALIANT RETIRE, LANDMARK WEALTH MANAGEMENT.
