What public Form 5500 filings show about the Josephson-Wallack-Munshower Neurology, P.C. 401(k) plan — and how to find and check your own account.
Josephson-Wallack-Munshower Neurology, P.C. (EIN 35-1898297) reports JOSEPHSON-WALLACK-MUNSHOWER NEUROLOGY, P.C. PROFIT SHARING PLAN on its most recent Form 5500, with $46.7M in plan assets across 151 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 Josephson-Wallack-Munshower Neurology, P.C. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Josephson-Wallack-Munshower Neurology, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NYHART, OXFORD FINANCIAL GROUP.
