What public Form 5500 filings show about the Smith Orthodontics 401(k) plan — and how to find and check your own account.
Smith Orthodontics (EIN 45-3052999) reports SMITH ORTHODONTICS 401(K) PLAN on its most recent Form 5500, with $555K in plan assets across 19 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 Smith Orthodontics filing — schedules, fees, and providers.
Smith Orthodontics’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 Smith OrthodonticsHR for the recordkeeper’s name and login.