What public Form 5500 filings show about the Ponte Vedra Plastic Surgery, P.A. 401(k) plan — and how to find and check your own account.
Ponte Vedra Plastic Surgery, P.A. (EIN 59-3193989) reports PONTE VEDRA PLASTIC SURGERY, P.A. 401K PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $11.0M in plan assets across 107 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 Ponte Vedra Plastic Surgery, P.A. 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ponte Vedra Plastic Surgery, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KESTRA ADVISORY SERVICES, RETIREMENT SOLUTIONS SPECIALISTS.
