What public Form 5500 filings show about the Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC 401(k) plan — and how to find and check your own account.
Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC (EIN 26-0529470) reports KATHLEEN CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC RETIREMENT on its most recent Form 5500, with $1.6M in plan assets across 8 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 Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC filing — schedules, fees, and providers.
Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC’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 Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PCHR for the recordkeeper’s name and login.
