What public Form 5500 filings show about the The West Clinic PLLC 401(k) plan — and how to find and check your own account.
The West Clinic PLLC (EIN 62-1526296) reports THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $98.2M in plan assets across 735 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 The West Clinic PLLC 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 RETIREMENT PLAN, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The West Clinic PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HIGHLAND CAPITAL MANAGEMENT.
