COLEMAN ORTHODONTICS, P.C. 401(k) Plan
What public Form 5500 filings show about the COLEMAN ORTHODONTICS, P.C. 401(k) plan — and how to find and check your own account.
The COLEMAN ORTHODONTICS, P.C. 401(k) on its latest Form 5500
COLEMAN ORTHODONTICS, P.C. (EIN 73-1650637) reports COLEMAN ORTHODONTICS RETIREMENT TRUST on its most recent Form 5500, with $2.5M 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 COLEMAN ORTHODONTICS, P.C. filing — schedules, fees, and providers.
Who runs the COLEMAN ORTHODONTICS, P.C. 401(k)?
COLEMAN ORTHODONTICS, P.C.’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 COLEMAN ORTHODONTICS, P.C.HR for the recordkeeper’s name and login.
How to check your COLEMAN ORTHODONTICS, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask COLEMAN ORTHODONTICS, P.C. 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).
