What public Form 5500 filings show about the Helena Family Dentistry, PLLC 401(k) plan — and how to find and check your own account.
Helena Family Dentistry, PLLC (EIN 83-2764708) reports HELENA FAMILY DENTISTRY 401(K) PLAN on its most recent Form 5500, with $670K in plan assets across 15 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 Helena Family Dentistry, PLLC filing — schedules, fees, and providers.
Helena Family Dentistry, PLLC’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 Helena Family Dentistry, PLLCHR for the recordkeeper’s name and login.