What public Form 5500 filings show about the PALO Verde Hematology Oncology, Ltd. 401(k) plan — and how to find and check your own account.
PALO Verde Hematology Oncology, Ltd. (EIN 86-0416050) reports PALO VERDE HEMATOLOGY ONCOLOGY 401K PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $19.6M in plan assets across 120 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 PALO Verde Hematology Oncology, Ltd. 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 Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PALO Verde Hematology Oncology, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MMA SECURITIES PEARTREE.