What public Form 5500 filings show about the Southern Oregon Orthopedics, Inc. 401(k) plan — and how to find and check your own account.
Southern Oregon Orthopedics, Inc. (EIN 93-0587572) reports SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $26.8M in plan assets across 268 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 Orthopedics, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Southern Oregon Orthopedics, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS, WELLS FARGO ADVISORS, PRINCIPAL BANK, MOSS ADAMS WEALTH ADVISORS.
