EXCEL FAMILY DENTAL, P.C. 401(k) Plan
What public Form 5500 filings show about the EXCEL FAMILY DENTAL, P.C. 401(k) plan — and how to find and check your own account.
The EXCEL FAMILY DENTAL, P.C. 401(k) on its latest Form 5500
EXCEL FAMILY DENTAL, P.C. (EIN 26-0556971) reports EXCEL FAMILY DENTAL EMPLOYEE PROFIT SHARING PLAN 401(K) on its most recent Form 5500, with $420K in plan assets across 2 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 EXCEL FAMILY DENTAL, P.C. filing — schedules, fees, and providers.
Who runs the EXCEL FAMILY DENTAL, P.C. 401(k)?
EXCEL FAMILY DENTAL, P.C.’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 EXCEL FAMILY DENTAL, P.C.HR for the recordkeeper’s name and login.
How to check your EXCEL FAMILY DENTAL, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask EXCEL FAMILY DENTAL, P.C. 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).