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.
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.
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.