What public Form 5500 filings show about the Dr. Jonathan Heiman, DDS, PLLC 401(k) plan — and how to find and check your own account.
Dr. Jonathan Heiman, DDS, PLLC (EIN 83-2888155) reports DR. JONATHAN HEIMAN, DDS, PLLC 401(K) PLAN on its most recent Form 5500, with $200K in plan assets across 4 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. Jonathan Heiman, DDS, PLLC filing — schedules, fees, and providers.
Dr. Jonathan Heiman, DDS, PLLC’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. Jonathan Heiman, DDS, PLLCHR for the recordkeeper’s name and login.
