LISA DAFT, DMD & GIAN Calandrelli, DMD, PC 401(k) Plan

The LISA DAFT, DMD & GIAN Calandrelli, DMD, PC 401(k) on its latest Form 5500

LISA DAFT, DMD & GIAN Calandrelli, DMD, PC (EIN 20-1618068) reports LISA DAFT, DMD & ASSOCIATES, PC 401(K) PLAN on its most recent Form 5500, with $4.8M in plan assets across 12 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 LISA DAFT, DMD & GIAN Calandrelli, DMD, PC filing — schedules, fees, and providers.

Who runs the LISA DAFT, DMD & GIAN Calandrelli, DMD, PC 401(k)?

LISA DAFT, DMD & GIAN Calandrelli, DMD, 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 LISA DAFT, DMD & GIAN Calandrelli, DMD, PCHR for the recordkeeper’s name and login.

How to check your LISA DAFT, DMD & GIAN Calandrelli, DMD, PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask LISA DAFT, DMD & GIAN Calandrelli, DMD, PC 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).