What public Form 5500 filings show about the Morgan Thomas Cavanaugh VMD in 401(k) plan — and how to find and check your own account.
Morgan Thomas Cavanaugh VMD in (EIN 95-3563974) reports MORGAN THOMAS CAVANAUGH VMD IN 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $4.4M in plan assets across 97 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 Morgan Thomas Cavanaugh VMD in 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 Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Morgan Thomas Cavanaugh VMD in 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO ADVISORS.
