What public Form 5500 filings show about the Kerry Kelly DDS PC 401(k) plan — and how to find and check your own account.
Kerry Kelly DDS PC (EIN 83-1248746) reports KERRY KELLY DDS PC PROFIT SHARING PLAN on its most recent Form 5500, with $536K 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 Kerry Kelly DDS PC filing — schedules, fees, and providers.
Kerry Kelly DDS 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 Kerry Kelly DDS PCHR for the recordkeeper’s name and login.
