FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. 401(k) Plan
What public Form 5500 filings show about the FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. 401(k) plan — and how to find and check your own account.
The FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. 401(k) on its latest Form 5500
FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. (EIN 36-2796281) reports FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. PROFIT SHARING AND SAVINGS PLAN on its most recent Form 5500, with $45.6M in plan assets across 255 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 FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. filing — schedules, fees, and providers.
Who runs the FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANGEMENT L, ADMINISTRATIVE RETIREMENT SERVICES.
How to check your FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. 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).