What public Form 5500 filings show about the Southern CA Orthopedic INST 401(k) plan — and how to find and check your own account.
Southern CA Orthopedic INST (EIN 95-3150156) reports SCOI 401(K) PLAN AND TRUST on its most recent Form 5500, with $39.0M in plan assets across 616 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 Southern CA Orthopedic INST 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Southern CA Orthopedic INST 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY, HCVT CERTIFIED PUBLIC ACCTS, ADP BROKER-DEALER, CHARLES SCHWAB INVESTMENT MGMT, ACTUARIAL BENEFITS, HCVT CERTIFIED PUBLIC ACCOUNTANTS.
