What public Form 5500 filings show about the Daniel D. Roberts, D.D.S., a Professional Corporation 401(k) plan — and how to find and check your own account.
Daniel D. Roberts, D.D.S., a Professional Corporation (EIN 33-0783806) reports DANIEL D. ROBERTS, D.D.S., A.P.C. CROSS-TESTED 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.9M in plan assets across 2 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 Daniel D. Roberts, D.D.S., a Professional Corporation filing — schedules, fees, and providers.
Daniel D. Roberts, D.D.S., a Professional Corporation’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 Daniel D. Roberts, D.D.S., a Professional CorporationHR for the recordkeeper’s name and login.
