Karen Gordon, D.M.D., P.A. 401(k) Plan

The Karen Gordon, D.M.D., P.A. 401(k) on its latest Form 5500

Karen Gordon, D.M.D., P.A. (EIN 65-0050517) reports KAREN GORDON, D.M.D., P.A. RETIREMENT PLAN & TRUST on its most recent Form 5500, with $3.7M in plan assets across 12 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 Karen Gordon, D.M.D., P.A. filing — schedules, fees, and providers.

Who runs the Karen Gordon, D.M.D., P.A. 401(k)?

Karen Gordon, D.M.D., 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 Karen Gordon, D.M.D., P.A.HR for the recordkeeper’s name and login.

How to check your Karen Gordon, D.M.D., P.A. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Karen Gordon, D.M.D., 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).