Palm Beach Orthopaedic Institute, P.A. 401(k) Plan

The Palm Beach Orthopaedic Institute, P.A. 401(k) on its latest Form 5500

Palm Beach Orthopaedic Institute, P.A. (EIN 65-0327403) reports PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. 401(K) PLAN on its most recent Form 5500, with $23.0M in plan assets across 96 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 Palm Beach Orthopaedic Institute, P.A. filing — schedules, fees, and providers.

Who runs the Palm Beach Orthopaedic Institute, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Palm Beach Orthopaedic Institute, P.A. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NA FALCONE & ASSOCIATES.

How to check your Palm Beach Orthopaedic Institute, P.A. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Palm Beach Orthopaedic Institute, 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).