What public Form 5500 filings show about the Sonterra Medical Management Group, Inc. 401(k) plan — and how to find and check your own account.
Sonterra Medical Management Group, Inc. (EIN 74-3006020) reports SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN on its most recent Form 5500, with $59.5M in plan assets across 486 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 Sonterra Medical Management 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sonterra Medical Management Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, ROCKEFELLER CAPITAL MANAGEMENT, MORGAN STANLEY DEAN WITTER, FARRIS GROUP/FIDELITY, MATRIX TRUST, MORGAN STANLEY WEALTH MANAGEMENT.
