What public Form 5500 filings show about the Medcare South, LLC 401(k) plan — and how to find and check your own account.
Medcare South, LLC (EIN 20-1353960) reports MEDCARE SOUTH 401(K) PLAN on its most recent Form 5500, with $15.4M in plan assets across 166 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 Medcare South, LLC 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Medcare South, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSIONMARK FINANCIAL GROUP, WINDHAM BRANNON, NATIONAL FINANCIAL SERVICES.