What public Form 5500 filings show about the MSK Group, PC DBA Orthosouth 401(k) plan — and how to find and check your own account.
MSK Group, PC DBA Orthosouth (EIN 62-0819926) reports ORTHOSOUTH 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $92.8M in plan assets across 526 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 MSK Group, PC DBA Orthosouth 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MSK Group, PC DBA Orthosouth 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, FTB ADVISORS, DIVERSIFIED TRUST, RAYMOND JAMES FINANCIAL SERVICES, BURLEIGH CONSULTING GROUP, CHARLES SCHWAB &.
