KAREN POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACI 401(k) Plan
What public Form 5500 filings show about the KAREN POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACI 401(k) plan — and how to find and check your own account.
The KAREN POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACI 401(k) on its latest Form 5500
KAREN POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACI (EIN 46-4083857) reports SPENCER & LAKES REGIONAL ORAL & MAXILLOFACIAL SURGERY, PC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $867K in plan assets across 6 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 POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACI filing — schedules, fees, and providers.
Who runs the KAREN POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACI 401(k)?
KAREN POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACI’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 POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACIHR for the recordkeeper’s name and login.
How to check your KAREN POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACI 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KAREN POTACZEK, DDS PC DBA SPENCER & LAKES REGIONAL ORAL & MAXILLOFACI 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).