What public Form 5500 filings show about the Katayoon Shafagh DDS Inc. 401(k) plan — and how to find and check your own account.
Katayoon Shafagh DDS Inc. (EIN 95-4580995) reports KATAYOON SHAFAGH DDS INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.6M in plan assets across 27 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 Katayoon Shafagh DDS Inc. filing — schedules, fees, and providers.
Katayoon Shafagh DDS Inc.’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 Katayoon Shafagh DDS Inc.HR for the recordkeeper’s name and login.
