Bruce W Levin DMD & Joel Klasf 401(k) Plan

The Bruce W Levin DMD & Joel Klasf 401(k) on its latest Form 5500

Bruce W Levin DMD & Joel Klasf (EIN 86-1083510) reports BRUCE W LEVIN DMD & JOEL KLASF 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $5.0M in plan assets across 16 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 Bruce W Levin DMD & Joel Klasf filing — schedules, fees, and providers.

Who runs the Bruce W Levin DMD & Joel Klasf 401(k)?

Bruce W Levin DMD & Joel Klasf’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 Bruce W Levin DMD & Joel KlasfHR for the recordkeeper’s name and login.

How to check your Bruce W Levin DMD & Joel Klasf 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Bruce W Levin DMD & Joel Klasf 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).