JACKSON HEART CLINIC, P.A. 401(k) Plan
What public Form 5500 filings show about the JACKSON HEART CLINIC, P.A. 401(k) plan — and how to find and check your own account.
The JACKSON HEART CLINIC, P.A. 401(k) on its latest Form 5500
JACKSON HEART CLINIC, P.A. (EIN 64-0528954) reports JACKSON HEART CLINIC, P.A. 401(K) PLAN on its most recent Form 5500, with $42.1M in plan assets across 137 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 JACKSON HEART CLINIC, P.A. filing — schedules, fees, and providers.
Who runs the JACKSON HEART CLINIC, P.A. 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JACKSON HEART CLINIC, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRUSTMARK WEALTH MANAGEMENT, NEWPORT TRUST.
How to check your JACKSON HEART CLINIC, P.A. 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask JACKSON HEART CLINIC, P.A. 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).