What public Form 5500 filings show about the Southeastern Retina Associates, PC 401(k) plan — and how to find and check your own account.
Southeastern Retina Associates, PC (EIN 62-1094813) reports SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN on its most recent Form 5500, with $37.3M in plan assets across 241 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 Southeastern Retina Associates, PC 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Southeastern Retina Associates, PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIRST HORIZON BANK, ACUFF & ASSOCIATES.
