AMIT Mahesh Patel, DDS, MSD, PLLC 401(k) Plan

The AMIT Mahesh Patel, DDS, MSD, PLLC 401(k) on its latest Form 5500

AMIT Mahesh Patel, DDS, MSD, PLLC (EIN 46-1535196) reports ROOT DFW RETIREMENT PLAN & TRUST on its most recent Form 5500, with $985K in plan assets across 24 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 AMIT Mahesh Patel, DDS, MSD, PLLC filing — schedules, fees, and providers.

Who runs the AMIT Mahesh Patel, DDS, MSD, PLLC 401(k)?

AMIT Mahesh Patel, DDS, MSD, 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 AMIT Mahesh Patel, DDS, MSD, PLLCHR for the recordkeeper’s name and login.

How to check your AMIT Mahesh Patel, DDS, MSD, PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask AMIT Mahesh Patel, DDS, MSD, 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).