What public Form 5500 filings show about the Devaney & Associates Inc. 401(k) plan — and how to find and check your own account.
Devaney & Associates Inc. (EIN 52-1773210) reports DEVANEY & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $2.5M in plan assets across 10 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 Devaney & Associates Inc. filing — schedules, fees, and providers.
Devaney & Associates Inc.’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 Devaney & Associates Inc.HR for the recordkeeper’s name and login.
