WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP 401(k) Plan
What public Form 5500 filings show about the WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP 401(k) plan — and how to find and check your own account.
The WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP 401(k) on its latest Form 5500
WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP (EIN 13-3884168) reports WESTMED MEDICAL GROUP RETIREMENT SAVING PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP filing — schedules, fees, and providers.
Who runs the WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is PIERCE FENNER AND SMITH, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LUNCH PIERCE FENNER AND S.
How to check your WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP 401(k)
- Log in to PIERCE FENNER AND SMITH’s participant portal (the site on your statements).
- Ask WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).