What public Form 5500 filings show about the Innovative Health Management Partner LLC 401(k) plan — and how to find and check your own account.
Innovative Health Management Partner LLC (EIN 81-1675715) reports ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN on its most recent Form 5500, with $2.3M in plan assets across 136 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 Innovative Health Management Partner LLC filing — schedules, fees, and providers.
Innovative Health Management Partner LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Innovative Health Management Partner LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JACKSON FINANCIAL MANAGEMENT.
