SHEPHERD ORTHODONTICS, INC. 401(k) Plan
What public Form 5500 filings show about the SHEPHERD ORTHODONTICS, INC. 401(k) plan — and how to find and check your own account.
The SHEPHERD ORTHODONTICS, INC. 401(k) on its latest Form 5500
SHEPHERD ORTHODONTICS, INC. (EIN 87-0648373) reports SHEPHERD ORTHODONTICS, INC. 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $339K in plan assets across 15 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 SHEPHERD ORTHODONTICS, INC. filing — schedules, fees, and providers.
Who runs the SHEPHERD ORTHODONTICS, INC. 401(k)?
SHEPHERD ORTHODONTICS, 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 SHEPHERD ORTHODONTICS, INC.HR for the recordkeeper’s name and login.
How to check your SHEPHERD ORTHODONTICS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SHEPHERD ORTHODONTICS, 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).