Lance K Bergstrom MD PC 401(k) Plan

The Lance K Bergstrom MD PC 401(k) on its latest Form 5500

Lance K Bergstrom MD PC (EIN 45-0047439) reports BERGSTROM EYE & LASER CLINIC 401(K) PLAN on its most recent Form 5500, with $2.2M in plan assets across 18 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 Lance K Bergstrom MD PC filing — schedules, fees, and providers.

Who runs the Lance K Bergstrom MD PC 401(k)?

Lance K Bergstrom MD PC’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 Lance K Bergstrom MD PCHR for the recordkeeper’s name and login.

How to check your Lance K Bergstrom MD PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Lance K Bergstrom MD PC 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).