Jerry E. Udelson, D.D.S., P.C. 401(k) Plan

The Jerry E. Udelson, D.D.S., P.C. 401(k) on its latest Form 5500

Jerry E. Udelson, D.D.S., P.C. (EIN 20-8654350) reports JERRY E. UDELSON, D. D. S. , P. C. 401(K) PLAN on its most recent Form 5500, with $1.1M in plan assets across 23 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 Jerry E. Udelson, D.D.S., P.C. filing — schedules, fees, and providers.

Who runs the Jerry E. Udelson, D.D.S., P.C. 401(k)?

Jerry E. Udelson, D.D.S., P.C.’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 Jerry E. Udelson, D.D.S., P.C.HR for the recordkeeper’s name and login.

How to check your Jerry E. Udelson, D.D.S., P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jerry E. Udelson, D.D.S., P.C. 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).