PHYSICIANS DATA TRUST, INC. 401(k) Plan
What public Form 5500 filings show about the PHYSICIANS DATA TRUST, INC. 401(k) plan — and how to find and check your own account.
The PHYSICIANS DATA TRUST, INC. 401(k) on its latest Form 5500
PHYSICIANS DATA TRUST, INC. (EIN 33-0988484) reports PHYSICIANS DATA TRUST, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.9M in plan assets across 98 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 PHYSICIANS DATA TRUST, INC. filing — schedules, fees, and providers.
Who runs the PHYSICIANS DATA TRUST, INC. 401(k)?
PHYSICIANS DATA TRUST, INC.’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 PHYSICIANS DATA TRUST, INC.HR for the recordkeeper’s name and login.
How to check your PHYSICIANS DATA TRUST, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PHYSICIANS DATA TRUST, INC. 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).