What public Form 5500 filings show about the Paul Hertz DMD, LLC 401(k) plan — and how to find and check your own account.
Paul Hertz DMD, LLC (EIN 26-2961792) reports PAUL HERTZ DMD, LLC 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $236K in plan assets across 4 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 Paul Hertz DMD, LLC filing — schedules, fees, and providers.
Paul Hertz DMD, 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 Paul Hertz DMD, LLCHR for the recordkeeper’s name and login.