What public Form 5500 filings show about the AMY Roberts DDS PLLC 401(k) plan — and how to find and check your own account.
AMY Roberts DDS PLLC (EIN 82-1150207) reports AMY ROBERTS DDS 401K PLAN on its most recent Form 5500, with $700K in plan assets across 5 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 AMY Roberts DDS PLLC filing — schedules, fees, and providers.
AMY Roberts DDS 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 AMY Roberts DDS PLLCHR for the recordkeeper’s name and login.
