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WHOLE TREE DENTISTRY, P.C. 401(k) Plan

What public Form 5500 filings show about the WHOLE TREE DENTISTRY, P.C. 401(k) plan — and how to find and check your own account.

Plan assets
$1.2M
Participants
16
Plans on file
1

The WHOLE TREE DENTISTRY, P.C. 401(k) on its latest Form 5500

WHOLE TREE DENTISTRY, P.C. (EIN 02-0655499) reports WHOLE TREE DENTISTRY 401(K) PLAN on its most recent Form 5500, with $1.2M in plan assets across 16 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 WHOLE TREE DENTISTRY, P.C. filing — schedules, fees, and providers.

Who runs the WHOLE TREE DENTISTRY, P.C. 401(k)?

WHOLE TREE DENTISTRY, P.C.’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 WHOLE TREE DENTISTRY, P.C.HR for the recordkeeper’s name and login.

How to check your WHOLE TREE DENTISTRY, P.C. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask WHOLE TREE DENTISTRY, P.C. 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).
More on this employer: WHOLE TREE DENTISTRY, P.C. — all Form 5500 filings (EIN 02-0655499) · Georgia employer EIN lookup · Form 5500 search
WHOLE TREE DENTISTRY, P.C. 401(k) Plan — Form 5500