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.
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.
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 & CO, MONETA GROUP, CHARLES SCHWAB TRUST BANK.
