Jeffrey L. Erwin DDS PS 401(k) Plan

The Jeffrey L. Erwin DDS PS 401(k) on its latest Form 5500

Jeffrey L. Erwin DDS PS (EIN 91-1705397) reports JEFFREY L. ERWIN, DDS, PS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $301K in plan assets across 10 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 Jeffrey L. Erwin DDS PS filing — schedules, fees, and providers.

Who runs the Jeffrey L. Erwin DDS PS 401(k)?

Jeffrey L. Erwin DDS PS’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 Jeffrey L. Erwin DDS PSHR for the recordkeeper’s name and login.

How to check your Jeffrey L. Erwin DDS PS 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jeffrey L. Erwin DDS PS 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).