DAVID VOLKERT & ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the DAVID VOLKERT & ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The DAVID VOLKERT & ASSOCIATES, INC. 401(k) on its latest Form 5500
DAVID VOLKERT & ASSOCIATES, INC. (EIN 63-0703075) reports DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $105.9M in plan assets across 1,715 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 DAVID VOLKERT & ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the DAVID VOLKERT & ASSOCIATES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your DAVID VOLKERT & ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): REGIONS BANK.
How to check your DAVID VOLKERT & ASSOCIATES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask DAVID VOLKERT & ASSOCIATES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).