Richard D Carlson DMD PA 401(k) Plan

The Richard D Carlson DMD PA 401(k) on its latest Form 5500

Richard D Carlson DMD PA (EIN 83-0387113) reports RICHARD D CARLSON DMD PA 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $224K in plan assets across 11 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 Richard D Carlson DMD PA filing — schedules, fees, and providers.

Who runs the Richard D Carlson DMD PA 401(k)?

Richard D Carlson DMD PA’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 Richard D Carlson DMD PAHR for the recordkeeper’s name and login.

How to check your Richard D Carlson DMD PA 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Richard D Carlson DMD PA 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).