Walter H Levie Jr. DDS 401(k) Plan

The Walter H Levie Jr. DDS 401(k) on its latest Form 5500

Walter H Levie Jr. DDS (EIN 58-1722072) reports WALTER H. LEVIE, JR DDS 401(K) PLAN on its most recent Form 5500, with $481K 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 H Levie Jr. DDS filing — schedules, fees, and providers.

Who runs the Walter H Levie Jr. DDS 401(k)?

Walter H Levie Jr. DDS’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 H Levie Jr. DDSHR for the recordkeeper’s name and login.

How to check your Walter H Levie Jr. DDS 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Walter H Levie Jr. DDS 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).