GRAHAM JONES, D.D.S., M.S.D., P.L.L.C. 401(k) Plan
What public Form 5500 filings show about the GRAHAM JONES, D.D.S., M.S.D., P.L.L.C. 401(k) plan — and how to find and check your own account.
The GRAHAM JONES, D.D.S., M.S.D., P.L.L.C. 401(k) on its latest Form 5500
GRAHAM JONES, D.D.S., M.S.D., P.L.L.C. (EIN 20-8997819) reports JONES FAMILY ORTHODONTICS RETIREMENT PLAN & TRUST on its most recent Form 5500, with $801K in plan assets across 9 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 GRAHAM JONES, D.D.S., M.S.D., P.L.L.C. filing — schedules, fees, and providers.
Who runs the GRAHAM JONES, D.D.S., M.S.D., P.L.L.C. 401(k)?
GRAHAM JONES, D.D.S., M.S.D., P.L.L.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 GRAHAM JONES, D.D.S., M.S.D., P.L.L.C.HR for the recordkeeper’s name and login.
How to check your GRAHAM JONES, D.D.S., M.S.D., P.L.L.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask GRAHAM JONES, D.D.S., M.S.D., P.L.L.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).