What public Form 5500 filings show about the Davis Listman PL LC 401(k) plan — and how to find and check your own account.
Davis Listman PL LC (EIN 20-5461458) reports DAVIS LISTMAN PL LC 401(K) P/S PLAN on its most recent Form 5500, with $1.1M in plan assets across 2 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 Listman PL LC filing — schedules, fees, and providers.
Davis Listman PL LC’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 Listman PL LCHR for the recordkeeper’s name and login.
