What public Form 5500 filings show about the Montgomery General Health Care System, Inc. 401(k) plan — and how to find and check your own account.
Montgomery General Health Care System, Inc. (EIN 55-0632601) reports MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $6.8M in plan assets across 377 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 Montgomery General Health Care System, 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Montgomery General Health Care System, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BUCKINGHAM STRATEGIC WEALTH.
