Alexandra Davis Harvey, DMD, PLLC 401(k) Plan

The Alexandra Davis Harvey, DMD, PLLC 401(k) on its latest Form 5500

Alexandra Davis Harvey, DMD, PLLC (EIN 33-2437091) reports ALEXANDRA DAVIS HARVEY, DMD, PLLC 401(K) RETIREMENT PLAN on its most recent Form 5500, with $717K in plan assets across 10 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 Alexandra Davis Harvey, DMD, PLLC filing — schedules, fees, and providers.

Who runs the Alexandra Davis Harvey, DMD, PLLC 401(k)?

Alexandra Davis Harvey, DMD, 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 Alexandra Davis Harvey, DMD, PLLCHR for the recordkeeper’s name and login.

How to check your Alexandra Davis Harvey, DMD, PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Alexandra Davis Harvey, DMD, PLLC 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).