What public Form 5500 filings show about the Don and Mary Maggard, DDS, P.C. 401(k) plan — and how to find and check your own account.
Don and Mary Maggard, DDS, P.C. (EIN 75-1769902) reports DON AND MARY MAGGARD, DDS, P.C. PROFIT SHARING PLAN on its most recent Form 5500, with $570K in plan assets across 3 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 Don and Mary Maggard, DDS, P.C. filing — schedules, fees, and providers.
Don and Mary Maggard, DDS, P.C.’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 Don and Mary Maggard, DDS, P.C.HR for the recordkeeper’s name and login.