What public Form 5500 filings show about the Orthopedic Associates of SW Ohio Inc. 401(k) plan — and how to find and check your own account.
Orthopedic Associates of SW Ohio Inc. (EIN 26-2292026) reports ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN on its most recent Form 5500, with $34.1M in plan assets across 145 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 Associates of SW 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Orthopedic Associates of SW Ohio Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERIPRISE FINANCIAL SERVICES, MERRILL LYNCH PIERCE FENNER & SMITH, PRENGER & PROFITT, UBS FINANCIAL SERVICES, EMPOWER ADVISORY GROUP, MORGAN STANLEY SMITH BARNEY.
