What public Form 5500 filings show about the Lancaster Orthopedic Group, P.C. 401(k) plan — and how to find and check your own account.
Lancaster Orthopedic Group, P.C. (EIN 23-2936169) reports LANCASTER ORTHOPEDIC GROUP, P.C. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $34.2M in plan assets across 213 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 Lancaster Orthopedic Group, 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 VALLEY FORGE PENSION MGT, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lancaster Orthopedic Group, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VALLEY FORGE INVESTMENT CONSULTANTS.
