What public Form 5500 filings show about the Merrill Swanson DDS, LLC 401(k) plan — and how to find and check your own account.
Merrill Swanson DDS, LLC (EIN 26-3046755) reports LEXINGTON DENTAL PARTNERS 401(K) PLAN on its most recent Form 5500, with $820K in plan assets across 9 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 Merrill Swanson DDS, LLC filing — schedules, fees, and providers.
Merrill Swanson DDS, 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 Merrill Swanson DDS, LLCHR for the recordkeeper’s name and login.
