Susan S. SO, DMD Inc. 401(k) Plan

The Susan S. SO, DMD Inc. 401(k) on its latest Form 5500

Susan S. SO, DMD Inc. (EIN 26-1616875) reports SUSAN S. SO, DMD INC RETIREMENT PLAN on its most recent Form 5500, with $755K in plan assets across 7 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 S. SO, DMD Inc. filing — schedules, fees, and providers.

Who runs the Susan S. SO, DMD Inc. 401(k)?

Susan S. SO, DMD 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 Susan S. SO, DMD Inc.HR for the recordkeeper’s name and login.

How to check your Susan S. SO, DMD Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Susan S. SO, DMD 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).