ROGER MORTON, DDS., P.A. 401(k) Plan
What public Form 5500 filings show about the ROGER MORTON, DDS., P.A. 401(k) plan — and how to find and check your own account.
The ROGER MORTON, DDS., P.A. 401(k) on its latest Form 5500
ROGER MORTON, DDS., P.A. (EIN 20-2573715) reports WYLIE FAMILY DENTISTRY 401(K) PLAN on its most recent Form 5500, with $946K in plan assets across 7 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 ROGER MORTON, DDS., P.A. filing — schedules, fees, and providers.
Who runs the ROGER MORTON, DDS., P.A. 401(k)?
ROGER MORTON, DDS., P.A.’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 ROGER MORTON, DDS., P.A.HR for the recordkeeper’s name and login.
How to check your ROGER MORTON, DDS., P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ROGER MORTON, DDS., P.A. 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).