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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

DAVIS & ASSOCIATES CPA, INC 401(k) Plan

What public Form 5500 filings show about the DAVIS & ASSOCIATES CPA, INC 401(k) plan — and how to find and check your own account.

Plan assets
$261K
Participants
28
Plans on file
1

The DAVIS & ASSOCIATES CPA, INC 401(k) on its latest Form 5500

DAVIS & ASSOCIATES CPA, INC (EIN 58-2353790) reports DAVIS & ASSOCIATES, CPA 401(K) PLAN on its most recent Form 5500, with $261K in plan assets across 28 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 DAVIS & ASSOCIATES CPA, INC filing — schedules, fees, and providers.

Who runs the DAVIS & ASSOCIATES CPA, INC 401(k)?

DAVIS & ASSOCIATES CPA, INC’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 DAVIS & ASSOCIATES CPA, INCHR for the recordkeeper’s name and login.

How to check your DAVIS & ASSOCIATES CPA, INC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask DAVIS & ASSOCIATES CPA, 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).
More on this employer: DAVIS & ASSOCIATES CPA, INC — all Form 5500 filings (EIN 58-2353790) · Georgia employer EIN lookup · Form 5500 search
DAVIS & ASSOCIATES CPA, INC 401(k) Plan — Form 5500