SOUTH LAKE CLINIC, P.A. 401(k) Plan
What public Form 5500 filings show about the SOUTH LAKE CLINIC, P.A. 401(k) plan — and how to find and check your own account.
The SOUTH LAKE CLINIC, P.A. 401(k) on its latest Form 5500
SOUTH LAKE CLINIC, P.A. (EIN 41-1240834) reports SOUTH LAKE CLINIC, P. A. EMPLOYEES' PROFIT SHARING PLUS PLAN on its most recent Form 5500, with $20.6M in plan assets across 120 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 SOUTH LAKE CLINIC, P.A. filing — schedules, fees, and providers.
Who runs the SOUTH LAKE CLINIC, P.A. 401(k)?
SOUTH LAKE CLINIC, P.A.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SOUTH LAKE CLINIC, P.A.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRUST POINT.
How to check your SOUTH LAKE CLINIC, P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SOUTH LAKE CLINIC, P.A. 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).