What public Form 5500 filings show about the Fox Valley Surgical Associates, Ltd. 401(k) plan — and how to find and check your own account.
Fox Valley Surgical Associates, Ltd. (EIN 36-1141203) reports FOX VALLEY SURGICAL ASSOCIATES LTD 401K PLAN on its most recent Form 5500, with $25.5M in plan assets across 104 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 Surgical Associates, Ltd. 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 AMERICAN TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Fox Valley Surgical Associates, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NORTH STAR ASSET MANAGEMENT, MAP RETIREMENT USA.
