C. Jack Lee DMD, Inc. 401(k) Plan

The C. Jack Lee DMD, Inc. 401(k) on its latest Form 5500

C. Jack Lee DMD, Inc. (EIN 20-4006977) reports C. JACK LEE DMD INC. RETIREMENT PLAN on its most recent Form 5500, with $1.3M 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 C. Jack Lee DMD, Inc. filing — schedules, fees, and providers.

Who runs the C. Jack Lee DMD, Inc. 401(k)?

C. Jack Lee 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 C. Jack Lee DMD, Inc.HR for the recordkeeper’s name and login.

How to check your C. Jack Lee DMD, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask C. Jack Lee 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).