What public Form 5500 filings show about the Davis, Carter, Scott Ltd. 401(k) plan — and how to find and check your own account.
Davis, Carter, Scott Ltd. (EIN 54-1173411) reports DAVIS, CARTER, SCOTT LTD. 401(K) PS PLAN on its most recent Form 5500, with $22.1M in plan assets across 61 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, Carter, Scott Ltd. 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Davis, Carter, Scott Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEXTCAPITAL GROUP, ONE DIGITAL INVESTMENT ADVISORS.
