What public Form 5500 filings show about the Medical Associates of the Lehigh Valley, P.C. 401(k) plan — and how to find and check your own account.
Medical Associates of the Lehigh Valley, P.C. (EIN 23-2745779) reports MEDICAL ASSOCIATES OF THE LEHIGH VALLEY PC RETIREMENT & SAVINGS PLAN on its most recent Form 5500, with $41.8M in plan assets across 191 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 Medical Associates of the Lehigh Valley, 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Medical Associates of the Lehigh Valley, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HERBEIN AND.
