What public Form 5500 filings show about the Jared Lee DDS LLC 401(k) plan — and how to find and check your own account.
Jared Lee DDS LLC (EIN 47-2590869) reports JARED LEE DDS LLC 401(K) PLAN & TRUST on its most recent Form 5500, with $1.4M in plan assets across 9 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 Jared Lee DDS LLC filing — schedules, fees, and providers.
Jared Lee DDS LLC’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 Jared Lee DDS LLCHR for the recordkeeper’s name and login.
