What public Form 5500 filings show about the Birtcher Anderson & Davis Associates, Inc. 401(k) plan — and how to find and check your own account.
Birtcher Anderson & Davis Associates, Inc. (EIN 85-0833976) reports BIRTCHER ANDERSON & DAVIS 401(K) PLAN on its most recent Form 5500, with $12.9M in plan assets across 95 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 Birtcher Anderson & Davis Associates, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Birtcher Anderson & Davis Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INDEPENDENT FINANCIAL GROUP.
