What public Form 5500 filings show about the Pulmonary Associates of Richmond, Inc. 401(k) plan — and how to find and check your own account.
Pulmonary Associates of Richmond, Inc. (EIN 54-0965764) reports PULMONARY ASSOCIATES OF RICHMOND, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $51.2M in plan assets across 246 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 Pulmonary Associates of Richmond, 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pulmonary Associates of Richmond, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAMBRIDGE INVESTMENT RESEARCH, SIGNATURE INVESTMENT ADVISORS, CHARLES SCHWAB & CO, FOCUS PARTNERS WEALTH LLCC.