What public Form 5500 filings show about the SGA Dental Partners Opco LLC 401(k) plan — and how to find and check your own account.
SGA Dental Partners Opco LLC (EIN 82-4860963) reports SGA DENTAL PARTNERS OPCO LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $14.2M in plan assets across 1,396 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 SGA Dental Partners Opco LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SGA Dental Partners Opco LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SIEGEL ACTUARIAL CONSULTANTS, CAMBRIDGE INVESTMENT RESEARCH, EMPLOYEE BENEFIT MANAGEMENT SERVICE.
