What public Form 5500 filings show about the Leonard David Williams IV, DDS-PC 401(k) plan — and how to find and check your own account.
Leonard David Williams IV, DDS-PC (EIN 92-3845893) reports LEONARD DAVID WILLIAMS IV, DDS-PC RETIREMENT TRUST on its most recent Form 5500, with $314K 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 Leonard David Williams IV, DDS-PC filing — schedules, fees, and providers.
Leonard David Williams IV, 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 Leonard David Williams IV, DDS-PCHR for the recordkeeper’s name and login.
