What public Form 5500 filings show about the Julie Edith CHEN, O.D., Professional Corporation 401(k) plan — and how to find and check your own account.
Julie Edith CHEN, O.D., Professional Corporation (EIN 45-3570896) reports CONCOURSE OPTOMETRY 401(K) PLAN on its most recent Form 5500, with $103K in plan assets across 3 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 Edith CHEN, O.D., Professional Corporation filing — schedules, fees, and providers.
Julie Edith CHEN, O.D., Professional Corporation’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 Edith CHEN, O.D., Professional CorporationHR for the recordkeeper’s name and login.
