What public Form 5500 filings show about the Stanley M. Davis & Company Insurance Brokers 401(k) plan — and how to find and check your own account.
Stanley M. Davis & Company Insurance Brokers (EIN 75-3057454) reports STANLEY M. DAVIS & COMPANY INSURANCE BROKERS 401(K on its most recent Form 5500, with $3.2M in plan assets across 8 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 Stanley M. Davis & Company Insurance Brokers filing — schedules, fees, and providers.
Stanley M. Davis & Company Insurance Brokers’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 Stanley M. Davis & Company Insurance BrokersHR for the recordkeeper’s name and login.
