What public Form 5500 filings show about the Kathryn James Ventures, PLLC 401(k) plan — and how to find and check your own account.
Kathryn James Ventures, PLLC (EIN 84-4187993) reports PECAN PARK DENTISTRY 401(K) PLAN on its most recent Form 5500, with $328K in plan assets across 9 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 Kathryn James Ventures, PLLC filing — schedules, fees, and providers.
Kathryn James Ventures, PLLC’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 Kathryn James Ventures, PLLCHR for the recordkeeper’s name and login.
