James R. Herbst II, DDS, PC 401(k) Plan

The James R. Herbst II, DDS, PC 401(k) on its latest Form 5500

James R. Herbst II, DDS, PC (EIN 76-0610441) reports JAMES R. HERBST II, DDS, PC PROFIT SHARING PLAN on its most recent Form 5500, with $422K in plan assets across 2 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 R. Herbst II, DDS, PC filing — schedules, fees, and providers.

Who runs the James R. Herbst II, DDS, PC 401(k)?

James R. Herbst II, 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 R. Herbst II, DDS, PCHR for the recordkeeper’s name and login.

How to check your James R. Herbst II, DDS, PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask James R. Herbst II, DDS, PC 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).