What public Form 5500 filings show about the James Bourne DDS PC 401(k) plan — and how to find and check your own account.
James Bourne DDS PC (EIN 47-4072280) reports JAMES BOURNE DDS PC 401(K) PLAN & TRUST on its most recent Form 5500, with $754K in plan assets across 7 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 James Bourne DDS PC filing — schedules, fees, and providers.
James Bourne DDS PC’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 James Bourne DDS PCHR for the recordkeeper’s name and login.
