Philip Wolkstein, DMD, Inc. 401(k) Plan

The Philip Wolkstein, DMD, Inc. 401(k) on its latest Form 5500

Philip Wolkstein, DMD, Inc. (EIN 94-2430405) reports PHILIP WOLKSTEIN, DMD 401(K) PLAN on its most recent Form 5500, with $9.3M in plan assets across 10 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 Philip Wolkstein, DMD, Inc. filing — schedules, fees, and providers.

Who runs the Philip Wolkstein, DMD, Inc. 401(k)?

Philip Wolkstein, DMD, Inc.’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 Philip Wolkstein, DMD, Inc.HR for the recordkeeper’s name and login.

How to check your Philip Wolkstein, DMD, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Philip Wolkstein, DMD, 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).