What public Form 5500 filings show about the Joseph L Roggi DDS 401(k) plan — and how to find and check your own account.
Joseph L Roggi DDS (EIN 36-3781014) reports JOSEPH L. ROGGI, D.D.S. 401(K) PLAN on its most recent Form 5500, with $1.3M in plan assets across 5 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 Joseph L Roggi DDS filing — schedules, fees, and providers.
Joseph L Roggi DDS’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 Joseph L Roggi DDSHR for the recordkeeper’s name and login.
