What public Form 5500 filings show about the Walter E. Saxon Jr. DDS PC 401(k) plan — and how to find and check your own account.
Walter E. Saxon Jr. DDS PC (EIN 54-1691691) reports WALTER E. SAXON JR. DDS PC PROFIT SHARING PLAN on its most recent Form 5500, with $1.2M in plan assets across 10 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 Walter E. Saxon Jr. DDS PC filing — schedules, fees, and providers.
Walter E. Saxon Jr. DDS 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 Walter E. Saxon Jr. DDS PCHR for the recordkeeper’s name and login.
