What public Form 5500 filings show about the Fogarty and Roberson Orthodontics Partnership 401(k) plan — and how to find and check your own account.
Fogarty and Roberson Orthodontics Partnership (EIN 86-3302852) reports FOGARTY AND ROBERSON ORTHODONTICS RETIREMENT PLAN & TRUST on its most recent Form 5500, with $1.6M in plan assets across 16 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 Fogarty and Roberson Orthodontics Partnership filing — schedules, fees, and providers.
Fogarty and Roberson Orthodontics Partnership’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 Fogarty and Roberson Orthodontics PartnershipHR for the recordkeeper’s name and login.
