DR. BRAD WELSH AND ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the DR. BRAD WELSH AND ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The DR. BRAD WELSH AND ASSOCIATES, INC. 401(k) on its latest Form 5500
DR. BRAD WELSH AND ASSOCIATES, INC. (EIN 82-3813275) reports BRADLEY R. WELSH, D.D.S. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.6M in plan assets across 13 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 DR. BRAD WELSH AND ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the DR. BRAD WELSH AND ASSOCIATES, INC. 401(k)?
DR. BRAD WELSH AND ASSOCIATES, INC.’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 DR. BRAD WELSH AND ASSOCIATES, INC.HR for the recordkeeper’s name and login.
How to check your DR. BRAD WELSH AND ASSOCIATES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DR. BRAD WELSH AND ASSOCIATES, INC. 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).
