Katrina P. LO, DMD, P.L.L.C. 401(k) Plan

The Katrina P. LO, DMD, P.L.L.C. 401(k) on its latest Form 5500

Katrina P. LO, DMD, P.L.L.C. (EIN 87-2810050) reports KATRINA P. LO, DMD, P.L.L.C. 401(K) PLAN on its most recent Form 5500, with $318K in plan assets across 5 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 Katrina P. LO, DMD, P.L.L.C. filing — schedules, fees, and providers.

Who runs the Katrina P. LO, DMD, P.L.L.C. 401(k)?

Katrina P. LO, DMD, P.L.L.C.’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 Katrina P. LO, DMD, P.L.L.C.HR for the recordkeeper’s name and login.

How to check your Katrina P. LO, DMD, P.L.L.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Katrina P. LO, DMD, P.L.L.C. 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).