Stevie AMES Roberts, DMD, PLLC 401(k) Plan

The Stevie AMES Roberts, DMD, PLLC 401(k) on its latest Form 5500

Stevie AMES Roberts, DMD, PLLC (EIN 87-3625780) reports STEVIE AMES ROBERTS, DMD, PLLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $404K in plan assets across 5 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 Stevie AMES Roberts, DMD, PLLC filing — schedules, fees, and providers.

Who runs the Stevie AMES Roberts, DMD, PLLC 401(k)?

Stevie AMES Roberts, DMD, PLLC’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 Stevie AMES Roberts, DMD, PLLCHR for the recordkeeper’s name and login.

How to check your Stevie AMES Roberts, DMD, PLLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Stevie AMES Roberts, DMD, PLLC 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).