What public Form 5500 filings show about the Duval Holdings, Inc. 401(k) plan — and how to find and check your own account.
Duval Holdings, Inc. (EIN 38-3865632) reports STILLWATER INSURANCE GROUP 401(K) PLAN on its most recent Form 5500, with $43.2M in plan assets across 337 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 Duval Holdings, Inc. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Duval Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BALDWIN KRYSTYN SHERMAN PARTNERS, UNITED HEALTHCARE SERVICES, SUN LIFE ASSURANCE OF CANAD, WATERTOWER TECHNOLOGIES, BALDWIN GROUP SOUTHEAST.
