What public Form 5500 filings show about the Porter Spaulding Inc. DBA Daives-Barry Insurance 401(k) plan — and how to find and check your own account.
Porter Spaulding Inc. DBA Daives-Barry Insurance (EIN 92-0029410) reports PORTER SPAULDING INC. DBA DAVIES BARRY INSURANCE 401(K) PLAN on its most recent Form 5500, with $385K in plan assets across 15 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 Porter Spaulding Inc. DBA Daives-Barry Insurance filing — schedules, fees, and providers.
Porter Spaulding Inc. DBA Daives-Barry Insurance’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 Porter Spaulding Inc. DBA Daives-Barry InsuranceHR for the recordkeeper’s name and login.
