JOSEPH SCHWARTZ, DDS, LTD 401(k) Plan
What public Form 5500 filings show about the JOSEPH SCHWARTZ, DDS, LTD 401(k) plan — and how to find and check your own account.
The JOSEPH SCHWARTZ, DDS, LTD 401(k) on its latest Form 5500
JOSEPH SCHWARTZ, DDS, LTD (EIN 36-4405222) reports JOSEPH SCHWARTZ DDS PC PROFIT SHARING PLAN on its most recent Form 5500, with $119K 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 JOSEPH SCHWARTZ, DDS, LTD filing — schedules, fees, and providers.
Who runs the JOSEPH SCHWARTZ, DDS, LTD 401(k)?
JOSEPH SCHWARTZ, 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 JOSEPH SCHWARTZ, DDS, LTDHR for the recordkeeper’s name and login.
How to check your JOSEPH SCHWARTZ, DDS, LTD 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JOSEPH SCHWARTZ, 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).