Monte J. Smith DDS and Associate 401(k) Plan

The Monte J. Smith DDS and Associate 401(k) on its latest Form 5500

Monte J. Smith DDS and Associate (EIN 27-3525372) reports MONTE J SMITH DDS 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $835K in plan assets across 7 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 Monte J. Smith DDS and Associate filing — schedules, fees, and providers.

Who runs the Monte J. Smith DDS and Associate 401(k)?

Monte J. Smith DDS and Associate’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 Monte J. Smith DDS and AssociateHR for the recordkeeper’s name and login.

How to check your Monte J. Smith DDS and Associate 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Monte J. Smith DDS and Associate 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).