What public Form 5500 filings show about the Southern Oregon Cardiology LLC 401(k) plan — and how to find and check your own account.
Southern Oregon Cardiology LLC (EIN 27-0993855) reports SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN on its most recent Form 5500, with $29.8M in plan assets across 98 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 Oregon Cardiology LLC filing — schedules, fees, and providers.
Southern Oregon Cardiology LLC’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 Southern Oregon Cardiology LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): D A DAVIDSON.
