Jonathon Everett Lee, D.D.S., Inc. 401(k) Plan

The Jonathon Everett Lee, D.D.S., Inc. 401(k) on its latest Form 5500

Jonathon Everett Lee, D.D.S., Inc. (EIN 94-3358524) reports JONATHON EVERETT LEE, D.D.S., INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $7.1M in plan assets across 11 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 Jonathon Everett Lee, D.D.S., Inc. filing — schedules, fees, and providers.

Who runs the Jonathon Everett Lee, D.D.S., Inc. 401(k)?

Jonathon Everett Lee, D.D.S., 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 Jonathon Everett Lee, D.D.S., Inc.HR for the recordkeeper’s name and login.

How to check your Jonathon Everett Lee, D.D.S., Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jonathon Everett Lee, D.D.S., Inc. 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).