What public Form 5500 filings show about the Grand Valley Medical Specialist, PLC 401(k) plan — and how to find and check your own account.
Grand Valley Medical Specialist, PLC (EIN 38-2145264) reports GRAND VALLEY MEDICAL SPECIALISTS, PLC PROFIT SHARING PLAN on its most recent Form 5500, with $15.9M in plan assets across 68 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 Grand Valley Medical Specialist, PLC 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Grand Valley Medical Specialist, PLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MIDWEST CAPITAL ADVISORS.
