What public Form 5500 filings show about the Doctors Robert Leo Regan and Michael Charles Casadaban and David Allen 401(k) plan — and how to find and check your own account.
Doctors Robert Leo Regan and Michael Charles Casadaban and David Allen (EIN 26-1281171) reports BATON ROUGE ORAL & MAXILLOFACIAL SURGERY RETIREMENT PLAN on its most recent Form 5500, with $8.4M in plan assets across 36 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 Doctors Robert Leo Regan and Michael Charles Casadaban and David Allen filing — schedules, fees, and providers.
Doctors Robert Leo Regan and Michael Charles Casadaban and David Allen’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 Doctors Robert Leo Regan and Michael Charles Casadaban and David AllenHR for the recordkeeper’s name and login.