What public Form 5500 filings show about the Davis+Gilbert LLP 401(k) plan — and how to find and check your own account.
Davis+Gilbert LLP (EIN 13-1504385) reports DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN on its most recent Form 5500, with $166.8M in plan assets across 190 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+Gilbert LLP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Davis+Gilbert LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ABACUS WEALTH PARTNERS, HIGHTOWER ADVISORS, MJB ASSET MANAGEMENT, CITY NATIONAL ROCHDALE, CHARLES SCHWAB & CO, WEALTHSPIRE ADVISORS.
