Orthopedic & Sports Institute of the Fox Valley SC 401(k) Plan
What public Form 5500 filings show about the Orthopedic & Sports Institute of the Fox Valley SC 401(k) plan — and how to find and check your own account.
The Orthopedic & Sports Institute of the Fox Valley SC 401(k) on its latest Form 5500
Orthopedic & Sports Institute of the Fox Valley SC (EIN 16-1625172) reports ORTHOPEDIC & SPORTS INSTITUTE OF THE FOX VALLEY SC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $25.5M in plan assets across 75 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 Orthopedic & Sports Institute of the Fox Valley SC filing — schedules, fees, and providers.
Who runs the Orthopedic & Sports Institute of the Fox Valley SC 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 AMERICAN TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Orthopedic & Sports Institute of the Fox Valley SC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NORTH STAR ASSET MANAGEMENT, CLIFTONLARSONALLEN WEALTH ADVISORS, MAP RETIREMENT USA.
How to check your Orthopedic & Sports Institute of the Fox Valley SC 401(k)
- Log in to AMERICAN TRUST’s participant portal (the site on your statements).
- Ask Orthopedic & Sports Institute of the Fox Valley SC 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).