Dr. Stephen J. Puerini, DMD 401(k) Plan

The Dr. Stephen J. Puerini, DMD 401(k) on its latest Form 5500

Dr. Stephen J. Puerini, DMD (EIN 05-0516057) reports SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DR. STEPHEN J. PUERINI, DMD & DR. STEVEN J. SACCOCCIO, DMD, PC on its most recent Form 5500, with $7.1M in plan assets across 40 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. Stephen J. Puerini, DMD filing — schedules, fees, and providers.

Who runs the Dr. Stephen J. Puerini, DMD 401(k)?

Dr. Stephen J. Puerini, DMD’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. Stephen J. Puerini, DMDHR for the recordkeeper’s name and login.

How to check your Dr. Stephen J. Puerini, DMD 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Dr. Stephen J. Puerini, DMD 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).