Newton Wellesley Primary Care, PC 401(k) Plan

The Newton Wellesley Primary Care, PC 401(k) on its latest Form 5500

Newton Wellesley Primary Care, PC (EIN 04-3290121) reports NEWTON WELLESLEY PRIMARY CARE, P.C. 401(K) PLAN on its most recent Form 5500, with $8.1M in plan assets across 22 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 Newton Wellesley Primary Care, PC filing — schedules, fees, and providers.

Who runs the Newton Wellesley Primary Care, PC 401(k)?

Newton Wellesley Primary Care, PC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Newton Wellesley Primary Care, PCHR for the recordkeeper’s name and login.

How to check your Newton Wellesley Primary Care, PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Newton Wellesley Primary Care, PC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).