What public Form 5500 filings show about the Schmidt Wallace Healthcare Management Company 401(k) plan — and how to find and check your own account.
Schmidt Wallace Healthcare Management Company (EIN 63-1278870) reports SCHMIDT WALLACE HEALTHCARE MANAGEMENT COMPANY, INC. 401(K) RETIREMENT SAVINGS on its most recent Form 5500, with $19.1M in plan assets across 875 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 Schmidt Wallace Healthcare Management Company 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 Schmidt Wallace Healthcare Management Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS, CONCOURSE FINANCIAL GROUP SECURITIE.
