What public Form 5500 filings show about the S. JON Woods DMD, P.C. 401(k) plan — and how to find and check your own account.
S. JON Woods DMD, P.C. (EIN 93-1248828) reports RETIREMENT INCOME SECURITY PLAN-S. JON WOODS DMD, P.C. on its most recent Form 5500, with $1.3M in plan assets across 6 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 S. JON Woods DMD, P.C. filing — schedules, fees, and providers.
S. JON Woods DMD, P.C.’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 S. JON Woods DMD, P.C.HR for the recordkeeper’s name and login.