Lorna M. Barte, M.D., and Associates 401(k) Plan

The Lorna M. Barte, M.D., and Associates 401(k) on its latest Form 5500

Lorna M. Barte, M.D., and Associates (EIN 20-4469087) reports LORNA M. BARTE, M.D., AND ASSOCIATES RETIREMENT PLAN on its most recent Form 5500, with $878K in plan assets across 4 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 Lorna M. Barte, M.D., and Associates filing — schedules, fees, and providers.

Who runs the Lorna M. Barte, M.D., and Associates 401(k)?

Lorna M. Barte, M.D., and Associates’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 Lorna M. Barte, M.D., and AssociatesHR for the recordkeeper’s name and login.

How to check your Lorna M. Barte, M.D., and Associates 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Lorna M. Barte, M.D., and Associates 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).