What public Form 5500 filings show about the Slocum Orthopedics, P.C. 401(k) plan — and how to find and check your own account.
Slocum Orthopedics, P.C. (EIN 93-0603212) reports SLOCUM ORTHOPEDICS, P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $73.6M in plan assets across 311 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 Orthopedics, P.C. 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 NORTHWEST PLAN SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Slocum Orthopedics, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): R V KUHNS & ASSOCIATES, CHARLES SCHWAB & CO, ZUNA, PRIME PENSIONS NORTHWEST, CHARLES SCHWAB TRUST BANK.
