What public Form 5500 filings show about the Tidewater Physicians Multispecialty Group, P.C. 401(k) plan — and how to find and check your own account.
Tidewater Physicians Multispecialty Group, P.C. (EIN 54-1634477) reports TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN on its most recent Form 5500, with $168.9M in plan assets across 1,105 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 Tidewater Physicians Multispecialty Group, P.C. 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Tidewater Physicians Multispecialty Group, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLEAKLEY FINANCIAL GROUP, BEACON POINTE ADVISORS, FINANCIAL SECURITY ADVISORY IN, CAPFINANCIAL PARTNERS, CAMBRIDGE INVESTMENT RESEARCH, 49 WEALTH MANAGEMENT.
