What public Form 5500 filings show about the Neurosurgical Associates, Ltd. 401(k) plan — and how to find and check your own account.
Neurosurgical Associates, Ltd. (EIN 86-0453788) reports NEUROSURGICAL ASSOCIATES, LTD. PROFIT SHARING PLAN on its most recent Form 5500, with $62.5M in plan assets across 269 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 Neurosurgical Associates, Ltd. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Neurosurgical Associates, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, CHARLES SCHWAB & CO.
