What public Form 5500 filings show about the Davis Grimm Payne & Marra, Inc., P.S. 401(k) plan — and how to find and check your own account.
Davis Grimm Payne & Marra, Inc., P.S. (EIN 91-1412660) reports DAVIS GRIMM PAYNE & MARRA, INC., P.S. PROFIT SHARING PLAN on its most recent Form 5500, with $12.7M in plan assets across 15 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 Grimm Payne & Marra, Inc., P.S. filing — schedules, fees, and providers.
Davis Grimm Payne & Marra, Inc., P.S.’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 Grimm Payne & Marra, Inc., P.S.HR for the recordkeeper’s name and login.
