TOLEDO CLINIC, INC. 401(k) Plan
What public Form 5500 filings show about the TOLEDO CLINIC, INC. 401(k) plan — and how to find and check your own account.
The TOLEDO CLINIC, INC. 401(k) on its latest Form 5500
TOLEDO CLINIC, INC. (EIN 34-0936207) reports TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $261.0M in plan assets across 1,520 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 TOLEDO CLINIC, INC. filing — schedules, fees, and providers.
Who runs the TOLEDO CLINIC, INC. 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TOLEDO CLINIC, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOLLIN WEALTH MANAGEMENT, HUNTINGTON INSURANCE, LPL FINANCIAL, MATRIX TRUST, WEALTH ADVISORS GROUP, ONEAMERICA INV ADVISORY SERVICES LL.
How to check your TOLEDO CLINIC, INC. 401(k)
- Log in to OneAmerica’s participant portal (the site on your statements).
- Ask TOLEDO CLINIC, INC. 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).