Kevin P. Lee DMD, Inc. 401(k) Plan

The Kevin P. Lee DMD, Inc. 401(k) on its latest Form 5500

Kevin P. Lee DMD, Inc. (EIN 86-1553738) reports KEVIN P. LEE DMD, INC. 401(K) PLAN on its most recent Form 5500, with $276K in plan assets across 6 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 Kevin P. Lee DMD, Inc. filing — schedules, fees, and providers.

Who runs the Kevin P. Lee DMD, Inc. 401(k)?

Kevin P. Lee DMD, Inc.’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 Kevin P. Lee DMD, Inc.HR for the recordkeeper’s name and login.

How to check your Kevin P. Lee DMD, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Kevin P. Lee DMD, Inc. 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).