What public Form 5500 filings show about the Xavier Heart Institute, PLLC 401(k) plan — and how to find and check your own account.
Xavier Heart Institute, PLLC (EIN 81-1183080) reports XAVIER HEART INSTITUTE 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $505K in plan assets across 3 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 Xavier Heart Institute, PLLC filing — schedules, fees, and providers.
Xavier Heart Institute, PLLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Xavier Heart Institute, PLLCHR for the recordkeeper’s name and login.
