What public Form 5500 filings show about the Mark Breese DMD Inc. 401(k) plan — and how to find and check your own account.
Mark Breese DMD Inc. (EIN 47-4650937) reports MARK BREESE DMD INC. 401(K) PLAN & TRUST on its most recent Form 5500, with $1.3M 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 Mark Breese DMD Inc. filing — schedules, fees, and providers.
Mark Breese 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 Mark Breese DMD Inc.HR for the recordkeeper’s name and login.
