What public Form 5500 filings show about the Rehabilitation Associates, Inc. 401(k) plan — and how to find and check your own account.
Rehabilitation Associates, Inc. (EIN 06-1109649) reports REHABILITATION ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $25.2M in plan assets across 263 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 Rehabilitation Associates, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Rehabilitation Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOSEPHSON & JOSEPHSON CPA S P C, LPL FINANCIAL, TR PAUL, WELLS THOMAS, WILSHIRE ADVISORS, CIGNA HEALTH AND LIFE INS COMP.
