What public Form 5500 filings show about the University of Wisconsin Medical Foundation, Inc. 401(k) plan — and how to find and check your own account.
University of Wisconsin Medical Foundation, Inc. (EIN 39-1824445) reports UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC EMPLOYEES 401(K)/PROFIT SHARING PLAN on its most recent Form 5500, with $767.7M in plan assets across 3,273 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 University of Wisconsin Medical Foundation, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your University of Wisconsin Medical Foundation, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
