What public Form 5500 filings show about the Heather E. Martinson, DDS & ASSO 401(k) plan — and how to find and check your own account.
Heather E. Martinson, DDS & ASSO (EIN 75-2722981) reports HEATHER E. MARTINSON, DDS & ASSOCIATES, INC. 401(K) on its most recent Form 5500, with $1.1M in plan assets across 5 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 Heather E. Martinson, DDS & ASSO filing — schedules, fees, and providers.
Heather E. Martinson, DDS & ASSO’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 Heather E. Martinson, DDS & ASSOHR for the recordkeeper’s name and login.
