What public Form 5500 filings show about the WP Citymd Bidco, LLC 401(k) plan — and how to find and check your own account.
WP Citymd Bidco, LLC (EIN 82-1318979) reports SUMMIT CITY MD 401(K) PLAN on its most recent Form 5500, with $973.2M in plan assets across 11,509 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 WP Citymd Bidco, LLC 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WP Citymd Bidco, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, WEALTH ENHANCEMENT ADVISORY SERVICE, SHUFRO ROSE AND CO.