What public Form 5500 filings show about the Doctors Simon, Ribera, Menhinick, HETZ, and Assadipour, P.A. 401(k) plan — and how to find and check your own account.
Doctors Simon, Ribera, Menhinick, HETZ, and Assadipour, P.A. (EIN 52-1105347) reports ADVANCED ENDODONTIC ASSOCIATES 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $11.1M in plan assets across 21 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 Simon, Ribera, Menhinick, HETZ, and Assadipour, P.A. filing — schedules, fees, and providers.
Doctors Simon, Ribera, Menhinick, HETZ, and Assadipour, P.A.’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 Simon, Ribera, Menhinick, HETZ, and Assadipour, P.A.HR for the recordkeeper’s name and login.
