What public Form 5500 filings show about the Medical Specialists of the Palm Beaches, Inc. 401(k) plan — and how to find and check your own account.
Medical Specialists of the Palm Beaches, Inc. (EIN 65-0580501) reports MEDICAL SPECIALISTS OF THE PALM BEACHES, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $52.3M in plan assets across 316 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 Specialists of the Palm Beaches, Inc. 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Medical Specialists of the Palm Beaches, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PNC RETIREMENT SOLUTIONS, KAUFMAN ROSSIN & CO.
