SURF Pediatrics and Medicine, P.C. 401(k) Plan

The SURF Pediatrics and Medicine, P.C. 401(k) on its latest Form 5500

SURF Pediatrics and Medicine, P.C. (EIN 26-1247833) reports SURF PEDIATRICS AND MEDICINE, P.C. EMPLOYEES SAVINGS TRUST on its most recent Form 5500, with $7.6M in plan assets across 36 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 SURF Pediatrics and Medicine, P.C. filing — schedules, fees, and providers.

Who runs the SURF Pediatrics and Medicine, P.C. 401(k)?

SURF Pediatrics and Medicine, P.C.’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 SURF Pediatrics and Medicine, P.C.HR for the recordkeeper’s name and login.

How to check your SURF Pediatrics and Medicine, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask SURF Pediatrics and Medicine, P.C. 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).