TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. 401(k) Plan
What public Form 5500 filings show about the TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. 401(k) plan — and how to find and check your own account.
The TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. 401(k) on its latest Form 5500
TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. (EIN 62-0862316) reports TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $236.6M in plan assets across 1,407 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 TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. filing — schedules, fees, and providers.
Who runs the TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, NWPS, MATRIX TRUST, ROBERT W BAIRD, JANNEY MONTGOMERY SCOTT, PERSHING.
How to check your TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. 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).