JASON PHAN DDS INC. 401(k) Plan
What public Form 5500 filings show about the JASON PHAN DDS INC. 401(k) plan — and how to find and check your own account.
The JASON PHAN DDS INC. 401(k) on its latest Form 5500
JASON PHAN DDS INC. (EIN 47-5095744) reports PHAN 401(K) PLAN on its most recent Form 5500, with $97K in plan assets across 6 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 JASON PHAN DDS INC. filing — schedules, fees, and providers.
Who runs the JASON PHAN DDS INC. 401(k)?
JASON PHAN DDS INC.’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 JASON PHAN DDS INC.HR for the recordkeeper’s name and login.
How to check your JASON PHAN DDS INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JASON PHAN DDS INC. 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).