What public Form 5500 filings show about the Brett David Juliano, DMD, PA 401(k) plan — and how to find and check your own account.
Brett David Juliano, DMD, PA (EIN 65-0725757) reports BRETT DAVID JULIANO, DMD, PA 401(K) PLAN on its most recent Form 5500, with $1.5M 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 Brett David Juliano, DMD, PA filing — schedules, fees, and providers.
Brett David Juliano, DMD, PA’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 Brett David Juliano, DMD, PAHR for the recordkeeper’s name and login.
