What public Form 5500 filings show about the Zachary Dan Soard DMD., Ltd. 401(k) plan — and how to find and check your own account.
Zachary Dan Soard DMD., Ltd. (EIN 47-2349580) reports BATTLE BORN DENTISTRY 401(K) PLAN on its most recent Form 5500, with $312K in plan assets across 38 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 Zachary Dan Soard DMD., Ltd. filing — schedules, fees, and providers.
Zachary Dan Soard DMD., Ltd.’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 Zachary Dan Soard DMD., Ltd.HR for the recordkeeper’s name and login.