What public Form 5500 filings show about the Wayne Mortensen DMD PC 401(k) plan — and how to find and check your own account.
Wayne Mortensen DMD PC (EIN 27-4497919) reports SMILES ON STATE STREET on its most recent Form 5500, with $203K in plan assets across 4 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 Wayne Mortensen DMD PC filing — schedules, fees, and providers.
Wayne Mortensen DMD 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 Wayne Mortensen DMD PCHR for the recordkeeper’s name and login.
