What public Form 5500 filings show about the Dr. Horovitz and Dr. Oefelein Partnership DBA Bakersfield 401(k) plan — and how to find and check your own account.
Dr. Horovitz and Dr. Oefelein Partnership DBA Bakersfield (EIN 86-3692405) reports BAKERSFIELD INSTITUTE OF ADVANCED UROLOGY 401(K) PLAN on its most recent Form 5500, with $427K in plan assets across 11 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. Horovitz and Dr. Oefelein Partnership DBA Bakersfield filing — schedules, fees, and providers.
Dr. Horovitz and Dr. Oefelein Partnership DBA Bakersfield’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. Horovitz and Dr. Oefelein Partnership DBA BakersfieldHR for the recordkeeper’s name and login.
