What public Form 5500 filings show about the Harris, Wilcox & Donovan, P.A. DBA Clay Eye Physi 401(k) plan — and how to find and check your own account.
Harris, Wilcox & Donovan, P.A. DBA Clay Eye Physi (EIN 59-1910113) reports CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $19.0M in plan assets across 114 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 Harris, Wilcox & Donovan, P.A. DBA Clay Eye Physi 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Harris, Wilcox & Donovan, P.A. DBA Clay Eye Physi 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MAI CAPITAL MANAGEMENT, ECONOMIC GROUP PENSION SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT.
