What public Form 5500 filings show about the Jeffrey S. Heard DDS PC 401(k) plan — and how to find and check your own account.
Jeffrey S. Heard DDS PC (EIN 26-0882225) reports JEFFREY S. HEARD DDS PC 401(K) PLAN on its most recent Form 5500, with $49K in plan assets across 12 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 S. Heard DDS PC filing — schedules, fees, and providers.
Jeffrey S. Heard 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 Jeffrey S. Heard DDS PCHR for the recordkeeper’s name and login.
