What public Form 5500 filings show about the Roberts Periodontal Group PC 401(k) plan — and how to find and check your own account.
Roberts Periodontal Group PC (EIN 47-1257924) reports ROBERTS PERIODONTAL GROUP PC 401(K) PLAN on its most recent Form 5500, with $864K in plan assets across 8 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 Roberts Periodontal Group PC filing — schedules, fees, and providers.
Roberts Periodontal Group PC’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 Roberts Periodontal Group PCHR for the recordkeeper’s name and login.