What public Form 5500 filings show about the Trinity Medical WNY PC 401(k) plan — and how to find and check your own account.
Trinity Medical WNY PC (EIN 27-2576645) reports TRINITY MEDICAL WNY 403(B) PLAN on its most recent Form 5500, with $23.0M in plan assets across 527 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 Trinity Medical WNY PC 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 Trinity Medical WNY PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
