Dierdre Fogle, O.D. Safe Harbor 401 401(k) Plan

The Dierdre Fogle, O.D. Safe Harbor 401 401(k) on its latest Form 5500

Dierdre Fogle, O.D. Safe Harbor 401 (EIN 20-4334931) reports DIERDRE FOGLE, O.D. SAFE HARBOR 401 PROFIT SHARING PLAN on its most recent Form 5500, with $268K in plan assets across 4 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 Dierdre Fogle, O.D. Safe Harbor 401 filing — schedules, fees, and providers.

Who runs the Dierdre Fogle, O.D. Safe Harbor 401 401(k)?

Dierdre Fogle, O.D. Safe Harbor 401’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 Dierdre Fogle, O.D. Safe Harbor 401HR for the recordkeeper’s name and login.

How to check your Dierdre Fogle, O.D. Safe Harbor 401 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Dierdre Fogle, O.D. Safe Harbor 401 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).