SARAH TEVIS POTEET, DDS, PA 401(k) Plan
What public Form 5500 filings show about the SARAH TEVIS POTEET, DDS, PA 401(k) plan — and how to find and check your own account.
The SARAH TEVIS POTEET, DDS, PA 401(k) on its latest Form 5500
SARAH TEVIS POTEET, DDS, PA (EIN 26-2178642) reports SARAH TEVIS POTEET, DDS, PA 401(K) PLAN on its most recent Form 5500, with $831K in plan assets across 5 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 SARAH TEVIS POTEET, DDS, PA filing — schedules, fees, and providers.
Who runs the SARAH TEVIS POTEET, DDS, PA 401(k)?
SARAH TEVIS POTEET, DDS, 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 SARAH TEVIS POTEET, DDS, PAHR for the recordkeeper’s name and login.
How to check your SARAH TEVIS POTEET, DDS, PA 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SARAH TEVIS POTEET, DDS, 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).