Paul S. Heltzer MD, PC 401(k) Plan

The Paul S. Heltzer MD, PC 401(k) on its latest Form 5500

Paul S. Heltzer MD, PC (EIN 46-1462572) reports PAUL S. HELTZER MD, PC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $918K in plan assets across 8 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 Paul S. Heltzer MD, PC filing — schedules, fees, and providers.

Who runs the Paul S. Heltzer MD, PC 401(k)?

Paul S. Heltzer MD, PC’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 Paul S. Heltzer MD, PCHR for the recordkeeper’s name and login.

How to check your Paul S. Heltzer MD, PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Paul S. Heltzer MD, PC 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).