FIRST STATE ORTHOPAEDICS, P.A. 401(k) Plan
What public Form 5500 filings show about the FIRST STATE ORTHOPAEDICS, P.A. 401(k) plan — and how to find and check your own account.
The FIRST STATE ORTHOPAEDICS, P.A. 401(k) on its latest Form 5500
FIRST STATE ORTHOPAEDICS, P.A. (EIN 51-0297303) reports FIRST STATE ORTHOPAEDICS, P.A. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $78.3M in plan assets across 595 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 FIRST STATE ORTHOPAEDICS, P.A. filing — schedules, fees, and providers.
Who runs the FIRST STATE ORTHOPAEDICS, P.A. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FIRST STATE ORTHOPAEDICS, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): L & W INSURANCE, STRATEGIC ADVISORS, HIGHMARK OF DE, GLOBAL RETIREMENT PARTNERS, CONNECTCARE 3, GUNNIP & LLP.
How to check your FIRST STATE ORTHOPAEDICS, P.A. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask FIRST STATE ORTHOPAEDICS, P.A. 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).