What public Form 5500 filings show about the Chuck Carlson, DDS Inc. 401(k) plan — and how to find and check your own account.
Chuck Carlson, DDS Inc. (EIN 46-5433951) reports SCS RETIREMENT PLAN & TRUST on its most recent Form 5500, with $239K in plan assets across 8 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 Chuck Carlson, DDS Inc. filing — schedules, fees, and providers.
Chuck Carlson, DDS 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 Chuck Carlson, DDS Inc.HR for the recordkeeper’s name and login.
