What public Form 5500 filings show about the Brian Roberts, DDS, PLLC 401(k) plan — and how to find and check your own account.
Brian Roberts, DDS, PLLC (EIN 20-5741544) reports ROBERTS DENTISTRY 401(K) PLAN on its most recent Form 5500, with $439K 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 Brian Roberts, DDS, PLLC filing — schedules, fees, and providers.
Brian 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 Brian Roberts, DDS, PLLCHR for the recordkeeper’s name and login.
