What public Form 5500 filings show about the Jerry Lanier DDS Inc. 401(k) plan — and how to find and check your own account.
Jerry Lanier DDS Inc. (EIN 95-4789718) reports JERRY LANIER DDS INC on its most recent Form 5500, with $133K in plan assets across 39 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 Lanier DDS Inc. filing — schedules, fees, and providers.
Jerry Lanier 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 Jerry Lanier DDS Inc.HR for the recordkeeper’s name and login.
