What public Form 5500 filings show about the Primary Surgical, Inc. 401(k) plan — and how to find and check your own account.
Primary Surgical, Inc. (EIN 46-0403563) reports ZB DAVIS 401(K) PLAN on its most recent Form 5500, with $26.7M in plan assets across 114 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 Primary Surgical, 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Primary Surgical, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES FINANCIAL SERVICES.
