C. STEPHEN CALDWELL, D.D.S., P.A. 401(k) Plan
What public Form 5500 filings show about the C. STEPHEN CALDWELL, D.D.S., P.A. 401(k) plan — and how to find and check your own account.
The C. STEPHEN CALDWELL, D.D.S., P.A. 401(k) on its latest Form 5500
C. STEPHEN CALDWELL, D.D.S., P.A. (EIN 74-2276137) reports C. STEPHEN CALDWELL, D.D.S., P.A. PENSION PLAN on its most recent Form 5500, with $1.9M in plan assets across 15 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. STEPHEN CALDWELL, D.D.S., P.A. filing — schedules, fees, and providers.
Who runs the C. STEPHEN CALDWELL, D.D.S., P.A. 401(k)?
C. STEPHEN CALDWELL, D.D.S., P.A.’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. STEPHEN CALDWELL, D.D.S., P.A.HR for the recordkeeper’s name and login.
How to check your C. STEPHEN CALDWELL, D.D.S., P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask C. STEPHEN CALDWELL, D.D.S., P.A. 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).