What public Form 5500 filings show about the William S Harvey III DDS PLLC 401(k) plan — and how to find and check your own account.
William S Harvey III DDS PLLC (EIN 27-0250233) reports WILLIAM S HARVEY III DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.3M in plan assets across 79 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 William S Harvey III DDS PLLC filing — schedules, fees, and providers.
William S Harvey III DDS PLLC’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 William S Harvey III DDS PLLCHR for the recordkeeper’s name and login.
