ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(k) Plan
What public Form 5500 filings show about the ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(k) plan — and how to find and check your own account.
The ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(k) on its latest Form 5500
ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP (EIN 80-0856095) reports ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN on its most recent Form 5500, with $2.6M in plan assets across 152 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 INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP filing — schedules, fees, and providers.
Who runs the ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(k)?
ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JACKSON FINANCIAL MANAGEMENT.
How to check your ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 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).