What public Form 5500 filings show about the VANN Virginia Center for Orthopaedics, P.C. 401(k) plan — and how to find and check your own account.
VANN Virginia Center for Orthopaedics, P.C. (EIN 54-1869072) reports ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN on its most recent Form 5500, with $62.1M in plan assets across 245 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 VANN Virginia Center for Orthopaedics, 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 JPMORGAN INVESTMENT HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your VANN Virginia Center for Orthopaedics, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAMBRIDGE INVESTMENT RESEARCH, PBMARES LLP.
