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ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(k) Plan

What public Form 5500 filings show about the ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(k) plan — and how to find and check your own account.

Plan assets
$34.7M
Participants
129
Plans on file
1

The ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(k) on its latest Form 5500

ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. (EIN 65-1011457) reports ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $34.7M in plan assets across 129 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 SPECIALISTS OF SW FLORIDA, P.A. filing — schedules, fees, and providers.

Who runs the ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 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 Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PPA/TPA, M HOLDINGS SECURITIES, IRON-CO-FID--TRADITIONAL.

How to check your ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(k)

  • Log in to Nationwide’s participant portal (the site on your statements).
  • Ask ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 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: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. — all Form 5500 filings (EIN 65-1011457) · Florida employer EIN lookup · Form 5500 search
ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(k) Plan — Form 5500