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.
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.
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, NORTHWESTERN MUTUAL.
