Indiana Oral & Maxillofacial Surgery Associates, 401(k) Plan
What public Form 5500 filings show about the Indiana Oral & Maxillofacial Surgery Associates, 401(k) plan — and how to find and check your own account.
The Indiana Oral & Maxillofacial Surgery Associates, 401(k) on its latest Form 5500
Indiana Oral & Maxillofacial Surgery Associates, (EIN 35-1956068) reports IOMSA, P.C. RETIREMENT PLAN on its most recent Form 5500, with $36.3M in plan assets across 94 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 Indiana Oral & Maxillofacial Surgery Associates, filing — schedules, fees, and providers.
Who runs the Indiana Oral & Maxillofacial Surgery Associates, 401(k)?
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 Indiana Oral & Maxillofacial Surgery Associates, 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ BENEFITS & INS SERVICES, AMERICAN PENSION ADVISORS.
How to check your Indiana Oral & Maxillofacial Surgery Associates, 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask Indiana Oral & Maxillofacial Surgery Associates, HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).