What public Form 5500 filings show about the Tri-State Orthopaedics and Sports Medicine Inc. 401(k) plan — and how to find and check your own account.
Tri-State Orthopaedics and Sports Medicine Inc. (EIN 25-1356849) reports TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $37.0M in plan assets across 116 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 Tri-State Orthopaedics and Sports Medicine Inc. 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 JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Tri-State Orthopaedics and Sports Medicine Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC WEALTH MANAGEMENT GROUP.
