STEVEN PHAN, DDS, INC. 401(k) Plan
What public Form 5500 filings show about the STEVEN PHAN, DDS, INC. 401(k) plan — and how to find and check your own account.
The STEVEN PHAN, DDS, INC. 401(k) on its latest Form 5500
STEVEN PHAN, DDS, INC. (EIN 88-2231101) reports STEVEN PHAN, DDS 401(K) PLAN on its most recent Form 5500, with $143K 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 STEVEN PHAN, DDS, INC. filing — schedules, fees, and providers.
Who runs the STEVEN PHAN, DDS, INC. 401(k)?
STEVEN PHAN, DDS, 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 STEVEN PHAN, DDS, INC.HR for the recordkeeper’s name and login.
How to check your STEVEN PHAN, DDS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask STEVEN PHAN, DDS, 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).