What public Form 5500 filings show about the Surgalign Technologies, Inc. 401(k) plan — and how to find and check your own account.
Surgalign Technologies, Inc. (EIN 59-3466543) reports SECTION 401(K) PLAN FOR EMPLOYEES OF SURGALIGN SPINE TECHNOLOGIES, INC. on its most recent Form 5500, with $22.9M in plan assets across 29 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 Surgalign Technologies, 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Surgalign Technologies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, BAKER TILLY, LOCKTON INVESTMENT ADVISORS.
