What public Form 5500 filings show about the Ventura Orthopedics Medical Group, Inc. 401(k) plan — and how to find and check your own account.
Ventura Orthopedics Medical Group, Inc. (EIN 95-2597753) reports VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $35.7M in plan assets across 234 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 Ventura Orthopedics Medical Group, Inc. filing — schedules, fees, and providers.
Ventura Orthopedics Medical Group, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Ventura Orthopedics Medical Group, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL, CHARLES SCHWAB TRUST BANK, WESPAC PLAN SERVICES, LPL FINANCIAL, WESPAC ADVISORS, MARINER.
