What public Form 5500 filings show about the Sharp REES-Stealy Medical Group, Inc. 401(k) plan — and how to find and check your own account.
Sharp REES-Stealy Medical Group, Inc. (EIN 33-0106028) reports SHARP REES-STEALY MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $246.0M in plan assets across 848 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 Sharp REES-Stealy Medical Group, 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 NWPS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sharp REES-Stealy Medical Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, MORGAN STANLEY, MERRILL LYNCH, CHARLES SCHWAB, UBS FINANCIAL, PERSHING.