What public Form 5500 filings show about the David Bonebreak DDS MS, LLC 401(k) plan — and how to find and check your own account.
David Bonebreak DDS MS, LLC (EIN 80-0678848) reports FLAGSHIP ORTHODONTICS 401(K) PLAN on its most recent Form 5500, with $817K in plan assets across 9 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 David Bonebreak DDS MS, LLC filing — schedules, fees, and providers.
David Bonebreak DDS MS, 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 David Bonebreak DDS MS, LLCHR for the recordkeeper’s name and login.