What public Form 5500 filings show about the Prevea Clinic, Inc. 401(k) plan — and how to find and check your own account.
Prevea Clinic, Inc. (EIN 39-1839349) reports PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN on its most recent Form 5500, with $491.7M in plan assets across 2,068 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 Prevea Clinic, Inc. 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Prevea Clinic, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CWM, NICOLET ADVISORY SERVICES, NATIONAL FINANCIAL SERVICES, CHARLES SCHWAB & CO, SCHAPER BENZ & WISE INVESTMENT, LARSON FINANCIAL GROUP.
