What public Form 5500 filings show about the J. Davis Architects, PC 401(k) plan — and how to find and check your own account.
J. Davis Architects, PC (EIN 56-2230849) reports J. DAVIS ARCHITECTS, PC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $11.6M in plan assets across 57 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 J. Davis Architects, PC 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J. Davis Architects, PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPITAL ADVISERS, TRINITY PENSION GROUP.
