What public Form 5500 filings show about the The Davey Tree Expert Company 401(k) plan — and how to find and check your own account.
The Davey Tree Expert Company (EIN 34-0176110) reports THE DAVEY 401KSOP AND ESOP on its most recent Form 5500, with $448.4M in plan assets across 7,923 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 The Davey Tree Expert Company 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Davey Tree Expert Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MPI, WILSHIRE ADVISORS, ARGENT TRUST, MORNINGSTAR INVESTMENT MANAGEMENT L.
