KATHERINE A. KELLY ORTHODONTICS 401(k) Plan
What public Form 5500 filings show about the KATHERINE A. KELLY ORTHODONTICS 401(k) plan — and how to find and check your own account.
The KATHERINE A. KELLY ORTHODONTICS 401(k) on its latest Form 5500
KATHERINE A. KELLY ORTHODONTICS (EIN 26-2051389) reports KATHERINE A. KELLY ORTHODONTICS 401 (K) PLAN on its most recent Form 5500, with $754K in plan assets across 10 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 KATHERINE A. KELLY ORTHODONTICS filing — schedules, fees, and providers.
Who runs the KATHERINE A. KELLY ORTHODONTICS 401(k)?
KATHERINE A. KELLY ORTHODONTICS’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 KATHERINE A. KELLY ORTHODONTICSHR for the recordkeeper’s name and login.
How to check your KATHERINE A. KELLY ORTHODONTICS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KATHERINE A. KELLY ORTHODONTICS 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).
