What public Form 5500 filings show about the David M. Morgan DDS MD PLC 401(k) plan — and how to find and check your own account.
David M. Morgan DDS MD PLC (EIN 45-3908321) reports DAVID M. MORGAN DDS MD PLC 401(K) PLAN on its most recent Form 5500, with $1.1M in plan assets across 7 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 M. Morgan DDS MD PLC filing — schedules, fees, and providers.
David M. Morgan DDS MD PLC’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 M. Morgan DDS MD PLCHR for the recordkeeper’s name and login.
