Davidson, Davidson, Umbach and Forbus, LLC 401(k) Plan

The Davidson, Davidson, Umbach and Forbus, LLC 401(k) on its latest Form 5500

Davidson, Davidson, Umbach and Forbus, LLC (EIN 46-5309148) reports DAVIDSON, DAVIDSON, UMBACH AND FORBUS, LLC 401(K) PLAN on its most recent Form 5500, with $1.4M in plan assets across 13 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 Davidson, Davidson, Umbach and Forbus, LLC filing — schedules, fees, and providers.

Who runs the Davidson, Davidson, Umbach and Forbus, LLC 401(k)?

Davidson, Davidson, Umbach and Forbus, LLC’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 Davidson, Davidson, Umbach and Forbus, LLCHR for the recordkeeper’s name and login.

How to check your Davidson, Davidson, Umbach and Forbus, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Davidson, Davidson, Umbach and Forbus, LLC 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).