What public Form 5500 filings show about the Jonathan D Lee DDS Inc. 401(k) plan — and how to find and check your own account.
Jonathan D Lee DDS Inc. (EIN 71-1010276) reports JONATHAN D LEE DDS INC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $2.1M in plan assets across 4 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 Jonathan D Lee DDS Inc. filing — schedules, fees, and providers.
Jonathan D Lee 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 Jonathan D Lee DDS Inc.HR for the recordkeeper’s name and login.
