Orthopedic Surgeons of Wisconsin, S.C. 401(k) Plan

The Orthopedic Surgeons of Wisconsin, S.C. 401(k) on its latest Form 5500

Orthopedic Surgeons of Wisconsin, S.C. (EIN 20-0217581) reports ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. RETIREMENT PLAN on its most recent Form 5500, with $34.0M in plan assets across 114 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 Surgeons of Wisconsin, S.C. filing — schedules, fees, and providers.

Who runs the Orthopedic Surgeons of Wisconsin, S.C. 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Orthopedic Surgeons of Wisconsin, S.C. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOHNSON FINANCIAL, LPL FINANCIAL, VOYA RETIREMENT INSURANCE & ANNUITY, FIDELITY BROKERAGE SERVICES, CHARLES SCHWAB, RBC WEALTH MANAGEMENT.

How to check your Orthopedic Surgeons of Wisconsin, S.C. 401(k)

• Log in to Voya’s participant portal (the site on your statements).
• Ask Orthopedic Surgeons of Wisconsin, S.C. 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).