What public Form 5500 filings show about the Julia S Davis DDS PC 401(k) plan — and how to find and check your own account.
Julia S Davis DDS PC (EIN 26-1473946) reports JULIA S DAVIS DDS PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $239K in plan assets across 10 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 Julia S Davis DDS PC filing — schedules, fees, and providers.
Julia S Davis DDS PC’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 Julia S Davis DDS PCHR for the recordkeeper’s name and login.
