What public Form 5500 filings show about the Stone Oak Orthodontics PLLC 401(k) plan — and how to find and check your own account.
Stone Oak Orthodontics PLLC (EIN 87-0983483) reports STONE OAK ORTHODONTICS PLLC 401(K) PLAN on its most recent Form 5500, with $1.1M in plan assets across 24 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 Stone Oak Orthodontics PLLC filing — schedules, fees, and providers.
Stone Oak Orthodontics 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 Stone Oak Orthodontics PLLCHR for the recordkeeper’s name and login.
