What public Form 5500 filings show about the Scott a Terry, DDS, PS 401(k) plan — and how to find and check your own account.
Scott a Terry, DDS, PS (EIN 35-2111361) reports SCOTT A TERRY, DDS, PS 401(K) PLAN on its most recent Form 5500, with $1.8M in plan assets across 9 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 Scott a Terry, DDS, PS filing — schedules, fees, and providers.
Scott a Terry, DDS, PS’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 Scott a Terry, DDS, PSHR for the recordkeeper’s name and login.
