What public Form 5500 filings show about the Spectrum Healthcare Partners, P.A. 401(k) plan — and how to find and check your own account.
Spectrum Healthcare Partners, P.A. (EIN 01-0510040) reports SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $359.7M in plan assets across 489 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 Spectrum Healthcare Partners, P.A. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Spectrum Healthcare Partners, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, AZZAD ASSET MANAGEMENT, HIGHTOWER ADVISORS, CAPFINANCIAL PARTNERS, VALMARK ADVISERS, HEADINVEST.
