Dr Gregory M Schultz OD PC 401(k) Plan

The Dr Gregory M Schultz OD PC 401(k) on its latest Form 5500

Dr Gregory M Schultz OD PC (EIN 46-3931568) reports DR. GREGORY M. SCHULTZ ODPC 401(K) PLAN on its most recent Form 5500, with $40K in plan assets across 19 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 Gregory M Schultz OD PC filing — schedules, fees, and providers.

Who runs the Dr Gregory M Schultz OD PC 401(k)?

Dr Gregory M Schultz OD PC’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 Gregory M Schultz OD PCHR for the recordkeeper’s name and login.

How to check your Dr Gregory M Schultz OD PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Dr Gregory M Schultz OD PC 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).