JOSH Werber MD PC 401(k) Plan 401(k) Plan

The JOSH Werber MD PC 401(k) Plan 401(k) on its latest Form 5500

JOSH Werber MD PC 401(k) Plan (EIN 47-2706826) reports JOSH WERBER MD PC 401(K) PLAN on its most recent Form 5500, with $3.4M in plan assets across 7 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 JOSH Werber MD PC 401(k) Plan filing — schedules, fees, and providers.

Who runs the JOSH Werber MD PC 401(k) Plan 401(k)?

JOSH Werber MD PC 401(k) Plan’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 JOSH Werber MD PC 401(k) PlanHR for the recordkeeper’s name and login.

How to check your JOSH Werber MD PC 401(k) Plan 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask JOSH Werber MD PC 401(k) Plan 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).