What public Form 5500 filings show about the Orthopaedic Associates of WI 401(k) plan — and how to find and check your own account.
Orthopaedic Associates of WI (EIN 39-1101566) reports ORTHOPAEDIC ASSOCIATES OF WISCONSIN, S. C. PROFIT SHARING PLAN on its most recent Form 5500, with $53.8M in plan assets across 254 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 Orthopaedic Associates of WI 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 The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Orthopaedic Associates of WI 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ORGEL WEALTH MANAGEMENT.
