What public Form 5500 filings show about the Pennsylvania Medical Society 401(k) plan — and how to find and check your own account.
Pennsylvania Medical Society (EIN 23-1570227) reports PENNSYLVANIA MEDICAL SOCIETY 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $17.8M in plan assets across 86 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 Pennsylvania Medical Society 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pennsylvania Medical Society 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONRAD SIEGEL, AMERICAN CENTURY INVESTMENT MANAGEM, KREISCHER MILLER, MORGAN STANLEY INVESTMENT MGMT, SAGE, J P MORGAN INVESTMENT MANAGEMENT.
