What public Form 5500 filings show about the Egerton McAfee Armistead & Davis PC 401(k) plan — and how to find and check your own account.
Egerton McAfee Armistead & Davis PC (EIN 62-0816684) reports EGERTON MCAFEE ARMISTEAD & DAVIS, PC PROFIT SHARING PLAN on its most recent Form 5500, with $10.2M in plan assets across 37 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 Egerton McAfee Armistead & Davis PC filing — schedules, fees, and providers.
Egerton McAfee Armistead & Davis PC’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 Egerton McAfee Armistead & Davis PCHR for the recordkeeper’s name and login.