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Bernhardt and Smith Orthodontics, P.C.: who to call about your old retirement account

Bernhardt & Smith Orthodontics, PC Cash Balance Plan. WEST DES MOINES, IA. From the plan’s 2024 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2024, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer
Bernhardt and Smith Orthodontics, P.C.Has also filed as Bernhardt and Smith Orthodontics, P
Address on file
9295 Bishop Drive, Suite 120 · West Des Moines, IA · 50266
Industry
Health Care & Social Assistance
Plan
Bernhardt & Smith Orthodontics, PC Cash Balance PlanCash balance pension plan
When
Start date on the filing: 2015 (some plans give the date of their latest rewrite, so it may be older)Still running: latest filing is for 2024Has filed since 2018
Size
18 people in the plan, about $890,000 in total1 of them no longer work there and are still owed a benefit from it. Leaving a job does not cancel a pension you earned.
You may remember
  • • The company put money into employees’ accounts

Not the right one? Bernhardt and Smith Orthodontics, P.C. has another retirement plan:

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

  • ✓ The phone number on the plan’s filing
  • ✓ What to say on the call, word for word
  • ✓ The plan ID numbers they will ask you for
  • ✓ The company that likely holds the accounts, with its website and phone number where we have them

Email me the link to this plan’s contact details. 401kHunter may also send me up to two follow-up emails with tips on finding my account. I can unsubscribe at any time. No password, no account.

If nobody can find you

These official and non-profit registries are free:

Want a licensed advisor to help?

Optional, free, and no obligation. An advisor can help you track the account down, then roll it into an IRA or your current employer’s plan and keep it invested. You do not need this to use anything above.

401kHunter is not affiliated with, endorsed by, or connected to BERNHARDT AND SMITH ORTHODONTICS, P.C.. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.