SANTA CRUZ MEDICAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the SANTA CRUZ MEDICAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The SANTA CRUZ MEDICAL GROUP, INC. 401(k) on its latest Form 5500
SANTA CRUZ MEDICAL GROUP, INC. (EIN 30-0831235) reports SANTA CRUZ MEDICAL GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $53.9M in plan assets across 126 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 SANTA CRUZ MEDICAL GROUP, INC. filing — schedules, fees, and providers.
Who runs the SANTA CRUZ MEDICAL 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SANTA CRUZ MEDICAL GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
How to check your SANTA CRUZ MEDICAL GROUP, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask SANTA CRUZ MEDICAL 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).