What public Form 5500 filings show about the Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC 401(k) plan — and how to find and check your own account.
Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC (EIN 77-0365071) reports ERIC EDSTROM DDS MS PC AND ADAM SWENSON DMD MS PC 401(K) PROFIT SHARIN on its most recent Form 5500, with $2.3M in plan assets across 12 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 Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PC filing — schedules, fees, and providers.
Eric Edstrom DDS MS PC and ADAM Swenson DMD MS 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 Eric Edstrom DDS MS PC and ADAM Swenson DMD MS PCHR for the recordkeeper’s name and login.
