What public Form 5500 filings show about the Daniel J. Swartz, M.D., P.L.L.C. DBA Forest Direct Primary Care 401(k) plan — and how to find and check your own account.
Daniel J. Swartz, M.D., P.L.L.C. DBA Forest Direct Primary Care (EIN 85-3069382) reports DANIEL J. SWARTZ, M.D., P.L.L.C. DBA FOREST DIRECT PRIMARY CARE 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $161K in plan assets across 3 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 J. Swartz, M.D., P.L.L.C. DBA Forest Direct Primary Care filing — schedules, fees, and providers.
Daniel J. Swartz, M.D., P.L.L.C. DBA Forest Direct Primary Care’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 J. Swartz, M.D., P.L.L.C. DBA Forest Direct Primary CareHR for the recordkeeper’s name and login.
