What public Form 5500 filings show about the William Scott REES DDS 401(k) plan — and how to find and check your own account.
William Scott REES DDS (EIN 95-2960739) reports WILLIAM SCOTT REES DDS 401(K) PLAN on its most recent Form 5500, with $762K in plan assets across 6 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 Scott REES DDS filing — schedules, fees, and providers.
William Scott REES 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 William Scott REES DDSHR for the recordkeeper’s name and login.
