Charles L. Smith DDS, PLLC 401(k) Plan

The Charles L. Smith DDS, PLLC 401(k) on its latest Form 5500

Charles L. Smith DDS, PLLC (EIN 46-4147587) reports CHARLES L. SMITH DDS, PLLC PROFIT SHARING PLAN on its most recent Form 5500, with $711K in plan assets across 3 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 Charles L. Smith DDS, PLLC filing — schedules, fees, and providers.

Who runs the Charles L. Smith DDS, PLLC 401(k)?

Charles L. Smith 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 Charles L. Smith DDS, PLLCHR for the recordkeeper’s name and login.

How to check your Charles L. Smith DDS, PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Charles L. Smith DDS, PLLC 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).