What public Form 5500 filings show about the Syracuse Orthopedic Specialists, PC 401(k) plan — and how to find and check your own account.
Syracuse Orthopedic Specialists, PC (EIN 16-0992982) reports SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $106.8M in plan assets across 752 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 Syracuse Orthopedic Specialists, PC 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Syracuse Orthopedic Specialists, PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BONADIO & CO LLP, LPL FINANCIAL, WILMINGTON TRUST NATIONAL ASSOC, BPAS ACTUARIAL & PENSION SERVICES, M&T BANK.