What public Form 5500 filings show about the Eric Phelps DDS MS and Jason Cohen DDS MS, Inc. 401(k) plan — and how to find and check your own account.
Eric Phelps DDS MS and Jason Cohen DDS MS, Inc. (EIN 20-0087573) reports ERIC PHELPS DDS MS AND JASON COHEN DDS MS, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $8.7M in plan assets across 36 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 Phelps DDS MS and Jason Cohen DDS MS, Inc. filing — schedules, fees, and providers.
Eric Phelps DDS MS and Jason Cohen DDS MS, Inc.’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 Phelps DDS MS and Jason Cohen DDS MS, Inc.HR for the recordkeeper’s name and login.
