BERT and David Engstrom, DMD Inc. 401(k) Plan

The BERT and David Engstrom, DMD Inc. 401(k) on its latest Form 5500

BERT and David Engstrom, DMD Inc. (EIN 01-0766942) reports BERT AND DAVID ENGSTROM, DMD INC. PROFIT SHARING PLAN on its most recent Form 5500, with $763K in plan assets across 6 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 BERT and David Engstrom, DMD Inc. filing — schedules, fees, and providers.

Who runs the BERT and David Engstrom, DMD Inc. 401(k)?

BERT and David Engstrom, DMD Inc.’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 BERT and David Engstrom, DMD Inc.HR for the recordkeeper’s name and login.

How to check your BERT and David Engstrom, DMD Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask BERT and David Engstrom, DMD Inc. 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).