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.
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.
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.
