What public Form 5500 filings show about the Welborne, White & Schmidt Dentistry Partnership 401(k) plan — and how to find and check your own account.
Welborne, White & Schmidt Dentistry Partnership (EIN 56-2124028) reports WELBORNE, WHITE & SCHMIDT RETIREMENT PLAN & TRUST on its most recent Form 5500, with $9.0M in plan assets across 22 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 Welborne, White & Schmidt Dentistry Partnership filing — schedules, fees, and providers.
Welborne, White & Schmidt Dentistry Partnership’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 Welborne, White & Schmidt Dentistry PartnershipHR for the recordkeeper’s name and login.