What public Form 5500 filings show about the Grace H Lee DDS Ltd. 401(k) plan — and how to find and check your own account.
Grace H Lee DDS Ltd. (EIN 26-1095314) reports GRACE H LEE DDS LTD 401K PLAN on its most recent Form 5500, with $680K 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 Grace H Lee DDS Ltd. filing — schedules, fees, and providers.
Grace H Lee DDS Ltd.’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 Grace H Lee DDS Ltd.HR for the recordkeeper’s name and login.
