Jessie Schwarz, DMD & Ellen Stone, DMD, APC 401(k) Plan

The Jessie Schwarz, DMD & Ellen Stone, DMD, APC 401(k) on its latest Form 5500

Jessie Schwarz, DMD & Ellen Stone, DMD, APC (EIN 46-0934764) reports SANTA MONICA DENTISTRY FOR CHILDREN 401(K) PLAN on its most recent Form 5500, with $2.7M in plan assets across 27 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 Jessie Schwarz, DMD & Ellen Stone, DMD, APC filing — schedules, fees, and providers.

Who runs the Jessie Schwarz, DMD & Ellen Stone, DMD, APC 401(k)?

Jessie Schwarz, DMD & Ellen Stone, DMD, APC’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 Jessie Schwarz, DMD & Ellen Stone, DMD, APCHR for the recordkeeper’s name and login.

How to check your Jessie Schwarz, DMD & Ellen Stone, DMD, APC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jessie Schwarz, DMD & Ellen Stone, DMD, APC 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).