What public Form 5500 filings show about the Independent Physicians Resource, Inc. 401(k) plan — and how to find and check your own account.
Independent Physicians Resource, Inc. (EIN 58-2287138) reports INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $84.4M in plan assets across 1,606 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 Independent Physicians Resource, Inc. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Independent Physicians Resource, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INDEPENDENT PHYSICIANS R, ONEDIGITAL INVESTMENT AD, WINDHAM BRANNON, FISHER INVESTMENTS.
