What public Form 5500 filings show about the Old Naples Concierge Medicine PA 401(k) plan — and how to find and check your own account.
Old Naples Concierge Medicine PA (EIN 83-1247520) reports OLD NAPLES CONCIERGE MEDICINE 401K on its most recent Form 5500, with $798K in plan assets across 3 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 Old Naples Concierge Medicine PA filing — schedules, fees, and providers.
Old Naples Concierge Medicine PA’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 Old Naples Concierge Medicine PAHR for the recordkeeper’s name and login.
