What public Form 5500 filings show about the Theodore S. Davis 401(k) plan — and how to find and check your own account.
Theodore S. Davis (EIN 33-2575131) reports TRANSCENDENT WEALTH 401(K) PLAN on its most recent Form 5500, with $434K in plan assets across 9 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 Theodore S. Davis filing — schedules, fees, and providers.
Theodore S. Davis’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 Theodore S. DavisHR for the recordkeeper’s name and login.
