What public Form 5500 filings show about the Tri-State Oral and Maxillofacial Surgery, LLC 401(k) plan — and how to find and check your own account.
Tri-State Oral and Maxillofacial Surgery, LLC (EIN 20-8401799) reports TRI-STATE ORAL AND MAXILLOFACIAL SURGERY, LLC RETIREMENT PLAN on its most recent Form 5500, with $2.2M in plan assets across 15 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 Tri-State Oral and Maxillofacial Surgery, LLC filing — schedules, fees, and providers.
Tri-State Oral and Maxillofacial Surgery, LLC’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 Tri-State Oral and Maxillofacial Surgery, LLCHR for the recordkeeper’s name and login.
