What public Form 5500 filings show about the West Tennessee BONE & Joint Institute 401(k) plan — and how to find and check your own account.
West Tennessee BONE & Joint Institute (EIN 62-0913372) reports WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN on its most recent Form 5500, with $39.1M in plan assets across 209 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 West Tennessee BONE & Joint Institute 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your West Tennessee BONE & Joint Institute 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HUB INTERNATIONAL GULF SOUTH LIMITE, FINANCIAL PARTNERS GROUP.
