JOAN Werleman, DDS, P.C. 401(k) Plan

The JOAN Werleman, DDS, P.C. 401(k) on its latest Form 5500

JOAN Werleman, DDS, P.C. (EIN 23-3025751) reports JOAN WERLEMAN, DDS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $245K in plan assets across 0 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 JOAN Werleman, DDS, P.C. filing — schedules, fees, and providers.

Who runs the JOAN Werleman, DDS, P.C. 401(k)?

JOAN Werleman, DDS, 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 JOAN Werleman, DDS, P.C.HR for the recordkeeper’s name and login.

How to check your JOAN Werleman, DDS, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask JOAN Werleman, DDS, 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).