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.
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.
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.
