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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

HELENA ORTHODONTICS PLLC 401(k) Plan

What public Form 5500 filings show about the HELENA ORTHODONTICS PLLC 401(k) plan — and how to find and check your own account.

Plan assets
$4.0M
Participants
20
Plans on file
1

The HELENA ORTHODONTICS PLLC 401(k) on its latest Form 5500

HELENA ORTHODONTICS PLLC (EIN 85-4307111) reports HELENA ORTHODONTICS PROFIT SHARING PLAN on its most recent Form 5500, with $4.0M in plan assets across 20 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 ORTHODONTICS PLLC filing — schedules, fees, and providers.

Who runs the HELENA ORTHODONTICS PLLC 401(k)?

HELENA ORTHODONTICS 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 ORTHODONTICS PLLCHR for the recordkeeper’s name and login.

How to check your HELENA ORTHODONTICS PLLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask HELENA ORTHODONTICS PLLC 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).
More on this employer: HELENA ORTHODONTICS PLLC — all Form 5500 filings (EIN 85-4307111) · Montana employer EIN lookup · Form 5500 search
HELENA ORTHODONTICS PLLC 401(k) Plan — Form 5500