What public Form 5500 filings show about the BRET Jacobson, DDS, PS 401(k) plan — and how to find and check your own account.
BRET Jacobson, DDS, PS (EIN 20-3224932) reports SOUTH 288TH FAMILY DENTISTRY 401(K) PLAN on its most recent Form 5500, with $880K 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 BRET Jacobson, DDS, PS filing — schedules, fees, and providers.
BRET Jacobson, DDS, PS’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 BRET Jacobson, DDS, PSHR for the recordkeeper’s name and login.
