Julie C. Spivey DMD PLLC 401(k) Plan

The Julie C. Spivey DMD PLLC 401(k) on its latest Form 5500

Julie C. Spivey DMD PLLC (EIN 82-1004675) reports JULIE C. SPIVEY DMD 401(K) PLAN on its most recent Form 5500, with $219K in plan assets across 7 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 C. Spivey DMD PLLC filing — schedules, fees, and providers.

Who runs the Julie C. Spivey DMD PLLC 401(k)?

Julie C. Spivey DMD PLLC’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 C. Spivey DMD PLLCHR for the recordkeeper’s name and login.

How to check your Julie C. Spivey DMD PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Julie C. Spivey DMD PLLC 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).