What public Form 5500 filings show about the James E. Forbes DDS 401(k) plan — and how to find and check your own account.
James E. Forbes DDS (EIN 94-3053970) reports JAMES E. FORBES DDS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.6M in plan assets across 8 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 E. Forbes DDS filing — schedules, fees, and providers.
James E. Forbes DDS’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 E. Forbes DDSHR for the recordkeeper’s name and login.
