What public Form 5500 filings show about the Petra Lee DMD LLC 401(k) plan — and how to find and check your own account.
Petra Lee DMD LLC (EIN 20-4979998) reports PETRA LEE 401(K) DEFERRED COMPENSATION PLAN on its most recent Form 5500, with $188K in plan assets across 3 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 Petra Lee DMD LLC filing — schedules, fees, and providers.
Petra Lee 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 Petra Lee DMD LLCHR for the recordkeeper’s name and login.
