SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(k) Plan
What public Form 5500 filings show about the SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(k) plan — and how to find and check your own account.
The SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(k) on its latest Form 5500
SOUTHWEST OHIO ENT SPECIALISTS, INC. (EIN 31-0644802) reports SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(K) RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $29.8M in plan assets across 128 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 SOUTHWEST OHIO ENT SPECIALISTS, INC. filing — schedules, fees, and providers.
Who runs the SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE RETIREMENT SYSTEMS, EVERHART ADVISORS, CHARLES SCHWAB & CO.
How to check your SOUTHWEST OHIO ENT SPECIALISTS, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask SOUTHWEST OHIO ENT SPECIALISTS, INC. 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).