What public Form 5500 filings show about the James G. Davis Construction Corporation 401(k) plan — and how to find and check your own account.
James G. Davis Construction Corporation (EIN 54-0799423) reports JAMES G. DAVIS CONSTRUCTION CORPORATION PROFIT SHARING, STOCK OWNERSHIP, AND 401(K) PLAN on its most recent Form 5500, with $199.0M in plan assets across 506 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 James G. Davis Construction Corporation 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 SCHNEIDER DOWNS RET SOLUTIONS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your James G. Davis Construction Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SCHNEIDER DOWNS WEALTH MGMT ADV, LEGACY EQUITY VALUATIONS, KATZ SAPPER & MILLER LLP, CHARLES SCHWAB TRUST.