What public Form 5500 filings show about the Orange County Urology Associates, Inc. a Medical Group 401(k) plan — and how to find and check your own account.
Orange County Urology Associates, Inc. a Medical Group (EIN 57-1143045) reports ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $20.1M in plan assets across 123 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 Orange County Urology Associates, Inc. a Medical Group 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 SPECTRUM PENSION CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Orange County Urology Associates, Inc. a Medical Group 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, TRANSAMERICA RETIREMENT SOLUTIONS, SIGNATURE ESTATE AND INVESTMENT ADV.
