What public Form 5500 filings show about the Martin and Jacobson Orthodontic Association, LLC 401(k) plan — and how to find and check your own account.
Martin and Jacobson Orthodontic Association, LLC (EIN 61-1670610) reports POA RETIREMENT PLAN & TRUST on its most recent Form 5500, with $100K 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 Martin and Jacobson Orthodontic Association, LLC filing — schedules, fees, and providers.
Martin and Jacobson Orthodontic Association, LLC’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 Martin and Jacobson Orthodontic Association, LLCHR for the recordkeeper’s name and login.
