MORTENSON FAMILY DENTAL HOLDINGS, INC. 401(k) Plan
What public Form 5500 filings show about the MORTENSON FAMILY DENTAL HOLDINGS, INC. 401(k) plan — and how to find and check your own account.
The MORTENSON FAMILY DENTAL HOLDINGS, INC. 401(k) on its latest Form 5500
MORTENSON FAMILY DENTAL HOLDINGS, INC. (EIN 45-1839908) reports MORTENSON DENTAL PARTNERS 401(K) PLAN on its most recent Form 5500, with $62.0M in plan assets across 2,130 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 MORTENSON FAMILY DENTAL HOLDINGS, INC. filing — schedules, fees, and providers.
Who runs the MORTENSON FAMILY DENTAL HOLDINGS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MORTENSON FAMILY DENTAL HOLDINGS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TI TRUST, CREATIVE PLANNING, MCM CPAS & ADVISORS LLP, CHERRY BEKAERT LLP, PRINCIPAL FINANCIAL GROUP, PRAIRIE CAPITAL ADVISORS.
How to check your MORTENSON FAMILY DENTAL HOLDINGS, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask MORTENSON FAMILY DENTAL HOLDINGS, INC. 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).