Connecticut Valley Orthodontics, P.C. 401(k) Plan

The Connecticut Valley Orthodontics, P.C. 401(k) on its latest Form 5500

Connecticut Valley Orthodontics, P.C. (EIN 26-2345452) reports CONNECTICUT VALLEY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.6M in plan assets across 24 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 Connecticut Valley Orthodontics, P.C. filing — schedules, fees, and providers.

Who runs the Connecticut Valley Orthodontics, P.C. 401(k)?

Connecticut Valley 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 Connecticut Valley Orthodontics, P.C.HR for the recordkeeper’s name and login.

How to check your Connecticut Valley Orthodontics, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Connecticut Valley 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).