SLOCUM-DICKSON MEDICAL GROUP, PLLC 401(k) Plan
What public Form 5500 filings show about the SLOCUM-DICKSON MEDICAL GROUP, PLLC 401(k) plan — and how to find and check your own account.
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): HFR WEALTH MANAGEMENT, CHARLES SCHWAB TRUST BANK, NBT BANCORP N A, STRATEGIC FINANCIAL SERVICES, MAKROD INVESTMENT ASSOCIATES, ASCENT WEALTH PARTNERS.
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).