What public Form 5500 filings show about the Bauerle Syndergaard Wilcox Periodontics & Oral Surgery PLLC 401(k) plan — and how to find and check your own account.
Bauerle Syndergaard Wilcox Periodontics & Oral Surgery PLLC (EIN 81-2946915) reports CARSON PERIODONTICS AND ORAL SURGERY RETIREMENT PLAN & TRUST on its most recent Form 5500, with $2.5M 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 Bauerle Syndergaard Wilcox Periodontics & Oral Surgery PLLC filing — schedules, fees, and providers.
Bauerle Syndergaard Wilcox Periodontics & Oral Surgery 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 Bauerle Syndergaard Wilcox Periodontics & Oral Surgery PLLCHR for the recordkeeper’s name and login.
