JON W. Williams Jr., DDS Ltd. 401(k) Plan

The JON W. Williams Jr., DDS Ltd. 401(k) on its latest Form 5500

JON W. Williams Jr., DDS Ltd. (EIN 54-0941874) reports JON W. WILLIAMS JR., LTD. 401(K) PLAN AND TRUST on its most recent Form 5500, with $4.7M in plan assets across 7 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 JON W. Williams Jr., DDS Ltd. filing — schedules, fees, and providers.

Who runs the JON W. Williams Jr., DDS Ltd. 401(k)?

JON W. Williams Jr., DDS Ltd.’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 JON W. Williams Jr., DDS Ltd.HR for the recordkeeper’s name and login.

How to check your JON W. Williams Jr., DDS Ltd. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask JON W. Williams Jr., DDS Ltd. 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).