What public Form 5500 filings show about the Jim LU DDS PLLC 401(k) plan — and how to find and check your own account.
Jim LU DDS PLLC (EIN 81-3016485) reports JIM LU DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $135K in plan assets across 8 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 Jim LU DDS PLLC filing — schedules, fees, and providers.
Jim LU DDS PLLC’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 Jim LU DDS PLLCHR for the recordkeeper’s name and login.
