What public Form 5500 filings show about the Clay Chandler, D.D.S., M.D. and Brian Kelley, D.D.S., M.D., a 401(k) plan — and how to find and check your own account.
Clay Chandler, D.D.S., M.D. and Brian Kelley, D.D.S., M.D., a (EIN 72-1070699) reports CHANDLER, FONTENOT & KELLEY RETIREMENT PLAN & TRUST on its most recent Form 5500, with $1.6M in plan assets across 21 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 Clay Chandler, D.D.S., M.D. and Brian Kelley, D.D.S., M.D., a filing — schedules, fees, and providers.
Clay Chandler, D.D.S., M.D. and Brian Kelley, D.D.S., M.D., 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 Clay Chandler, D.D.S., M.D. and Brian Kelley, D.D.S., M.D., aHR for the recordkeeper’s name and login.
