What public Form 5500 filings show about the Davis & Plomin Mechanical, Inc. 401(k) plan — and how to find and check your own account.
Davis & Plomin Mechanical, Inc. (EIN 61-1153242) reports DAVIS & PLOMIN, INC. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $12.1M in plan assets across 165 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 & Plomin Mechanical, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Davis & Plomin Mechanical, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MCF ADVISORS, CHERRY BEKAERT, MCGREGOR & ASSOCIATES, MESIROW FINANCIAL, TRANSAMERICA FINANCIAL LIFE INSURAN.
