ORAL SURGERY PARTNERS MSO, LLC 401(k) Plan
What public Form 5500 filings show about the ORAL SURGERY PARTNERS MSO, LLC 401(k) plan — and how to find and check your own account.
The ORAL SURGERY PARTNERS MSO, LLC 401(k) on its latest Form 5500
ORAL SURGERY PARTNERS MSO, LLC (EIN 83-4654354) reports ORAL SURGERY PARTNERS MSO, LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $50.3M in plan assets across 980 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 ORAL SURGERY PARTNERS MSO, LLC filing — schedules, fees, and providers.
Who runs the ORAL SURGERY PARTNERS MSO, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ORAL SURGERY PARTNERS MSO, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, MONETA GROUP.
How to check your ORAL SURGERY PARTNERS MSO, LLC 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask ORAL SURGERY PARTNERS MSO, LLC 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).