Julie A. Sugar DMD, P.A. 401(k) Plan

The Julie A. Sugar DMD, P.A. 401(k) on its latest Form 5500

Julie A. Sugar DMD, P.A. (EIN 47-4098549) reports JULIE A. SUGAR DMD, P.A. 401(K) PLAN on its most recent Form 5500, with $311K 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 Julie A. Sugar DMD, P.A. filing — schedules, fees, and providers.

Who runs the Julie A. Sugar DMD, P.A. 401(k)?

Julie A. Sugar DMD, P.A.’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 Julie A. Sugar DMD, P.A.HR for the recordkeeper’s name and login.

How to check your Julie A. Sugar DMD, P.A. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Julie A. Sugar DMD, P.A. 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).