What public Form 5500 filings show about the West Yavapai Guidance Clinic D 401(k) plan — and how to find and check your own account.
West Yavapai Guidance Clinic D (EIN 86-0206928) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WEST YAVAPAI GUIDANCE CLINIC D/B/A POLARA HEALTH on its most recent Form 5500, with $13.0M in plan assets across 352 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 Yavapai Guidance Clinic D 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 Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your West Yavapai Guidance Clinic D 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UMR, CURALINC.