What public Form 5500 filings show about the Lawrence Kerns, M.D. & Associates, S.C. 401(k) plan — and how to find and check your own account.
Lawrence Kerns, M.D. & Associates, S.C. (EIN 36-3802039) reports LAWRENCE KERNS, M.D. & ASSOCIATES, S.C. PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.5M in plan assets across 8 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 Lawrence Kerns, M.D. & Associates, S.C. filing — schedules, fees, and providers.
Lawrence Kerns, M.D. & Associates, S.C.’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 Lawrence Kerns, M.D. & Associates, S.C.HR for the recordkeeper’s name and login.