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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ORTHOPAEDIC INSTITUTE OF OHIO, INC. 401(k) Plan

What public Form 5500 filings show about the ORTHOPAEDIC INSTITUTE OF OHIO, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$56.0M
Participants
422
Plans on file
1

The ORTHOPAEDIC INSTITUTE OF OHIO, INC. 401(k) on its latest Form 5500

ORTHOPAEDIC INSTITUTE OF OHIO, INC. (EIN 31-1562435) reports ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHOPAEDIC SURGERY RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $56.0M in plan assets across 422 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 INSTITUTE OF OHIO, INC. filing — schedules, fees, and providers.

Who runs the ORTHOPAEDIC INSTITUTE OF OHIO, INC. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ORTHOPAEDIC INSTITUTE OF OHIO, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BARNES DENNIG, MATRIX TRUST, MORGAN STANLEY SMITH BARNEY.

How to check your ORTHOPAEDIC INSTITUTE OF OHIO, INC. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask ORTHOPAEDIC INSTITUTE OF OHIO, INC. 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).
More on this employer: ORTHOPAEDIC INSTITUTE OF OHIO, INC. — all Form 5500 filings (EIN 31-1562435) · Ohio employer EIN lookup · Form 5500 search
ORTHOPAEDIC INSTITUTE OF OHIO, INC. 401(k) Plan — Form 5500