What public Form 5500 filings show about the New Lexington Clinic, P.S.C. 401(k) plan — and how to find and check your own account.
New Lexington Clinic, P.S.C. (EIN 61-1262927) reports NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN on its most recent Form 5500, with $295.5M in plan assets across 1,491 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 New Lexington Clinic, P.S.C. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your New Lexington Clinic, P.S.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FUND EVALUATION GROUP, STRATEGIC ADVISORS, RETIREMENT MANAGEMENT SERVICES, CHERRY BEKAERT.
