What public Form 5500 filings show about the Mooney and Holmberg, DDS, PLLC 401(k) plan — and how to find and check your own account.
Mooney and Holmberg, DDS, PLLC (EIN 92-0294790) reports MOONEY AND HOLMBERG, DDS, PLLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.4M 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 Mooney and Holmberg, DDS, PLLC filing — schedules, fees, and providers.
Mooney and Holmberg, DDS, PLLC’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 Mooney and Holmberg, DDS, PLLCHR for the recordkeeper’s name and login.
