SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. 401(k) plan — and how to find and check your own account.
The SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. 401(k) on its latest Form 5500
SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. (EIN 33-0376200) reports SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $40.5M in plan assets across 311 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 SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. filing — schedules, fees, and providers.
Who runs the SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KWB WEALTH, NEWPORT TRUST.
How to check your SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, 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).