Slocum-Dickson Medical Group, PLLC 401(k) Plan

The Slocum-Dickson Medical Group, PLLC 401(k) on its latest Form 5500

Slocum-Dickson Medical Group, PLLC (EIN 20-0362623) reports SLOCUM-DICKSON MEDICAL GROUP, PLLC RETIREMENT PLAN on its most recent Form 5500, with $87.1M in plan assets across 413 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 Slocum-Dickson Medical Group, PLLC filing — schedules, fees, and providers.

Who runs the Slocum-Dickson Medical Group, PLLC 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Slocum-Dickson Medical Group, PLLC 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BIRCH WEALTH, CHARLES SCHWAB & CO, ASCENT WEALTH PARTNERS, STRATEGIC FINANCIAL SERVICES, MAKROD INVESTMENT ASSOCIATES, HFR WEALTH MANAGEMENT.

How to check your Slocum-Dickson Medical Group, PLLC 401(k)

• Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
• Ask Slocum-Dickson Medical Group, PLLC 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).