What public Form 5500 filings show about the Susan E Bennett PT PC 401(k) plan — and how to find and check your own account.
Susan E Bennett PT PC (EIN 20-1163729) reports SUSAN E BENNETT PT PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $347K in plan assets across 23 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 Susan E Bennett PT PC filing — schedules, fees, and providers.
Susan E Bennett PT PC’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 Susan E Bennett PT PCHR for the recordkeeper’s name and login.