What public Form 5500 filings show about the Happy Mountains, LLC 401(k) plan — and how to find and check your own account.
Happy Mountains, LLC (EIN 30-0800383) reports PHYSICIANONE URGENT CARE 401(K) PLAN on its most recent Form 5500, with $13.7M in plan assets across 422 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 Happy Mountains, LLC 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 AMERITAS LIFE INSURANCE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Happy Mountains, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PRACTICE.
