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DANIEL STEPHEN PHILLIPS, DDS, LLC 401(k) Plan

What public Form 5500 filings show about the DANIEL STEPHEN PHILLIPS, DDS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$46K
Participants
5
Plans on file
1

The DANIEL STEPHEN PHILLIPS, DDS, LLC 401(k) on its latest Form 5500

DANIEL STEPHEN PHILLIPS, DDS, LLC (EIN 88-2871516) reports DANIEL PHILLIPS, DDS, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $46K in plan assets across 5 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 STEPHEN PHILLIPS, DDS, LLC filing — schedules, fees, and providers.

Who runs the DANIEL STEPHEN PHILLIPS, DDS, LLC 401(k)?

DANIEL STEPHEN PHILLIPS, DDS, LLC’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 STEPHEN PHILLIPS, DDS, LLCHR for the recordkeeper’s name and login.

How to check your DANIEL STEPHEN PHILLIPS, DDS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask DANIEL STEPHEN PHILLIPS, DDS, LLC 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).
More on this employer: DANIEL STEPHEN PHILLIPS, DDS, LLC — all Form 5500 filings (EIN 88-2871516) · Ohio employer EIN lookup · Form 5500 search
DANIEL STEPHEN PHILLIPS, DDS, LLC 401(k) Plan — Form 5500