Sheila Phelan DDS, MS, Inc. 401(k) Plan

The Sheila Phelan DDS, MS, Inc. 401(k) on its latest Form 5500

Sheila Phelan DDS, MS, Inc. (EIN 84-4530347) reports SHEILA PHELAN DDS, MS, INC. 401(K) PLAN on its most recent Form 5500, with $778K in plan assets across 8 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 Sheila Phelan DDS, MS, Inc. filing — schedules, fees, and providers.

Who runs the Sheila Phelan DDS, MS, Inc. 401(k)?

Sheila Phelan DDS, MS, Inc.’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 Sheila Phelan DDS, MS, Inc.HR for the recordkeeper’s name and login.

How to check your Sheila Phelan DDS, MS, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Sheila Phelan DDS, MS, Inc. 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).