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Davis Funds
(aka: Davis Funds)
Vendor General Information

This Vendor Page has not been approved by Davis Funds,
but the information provided should be useful to you.

Davis Funds (aka: Davis Funds) - General Status

Davis Funds will continue in the 403(b) market in 2009. They are currently reviewing the IRS regulation and have not yet made any decision to change their 403(b) accounts. Davis Funds has their own ISA .

Davis Funds (aka: Davis Funds) Web Homepage

Davis Funds Homepage may be accessed here .

Product Information

Click the link(s) below for information on Davis Funds investment products:

Fee Information

Click the link(s) below for information on the fees associated with Davis Funds accounts:

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403(b) Investment Options

Davis Funds offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Davis Funds does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Davis Funds are marketed using the following approaches:

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Helpful Employee Resources

Davis Funds has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Davis Funds provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Davis Funds, please visit our General Davis Funds Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

Davis Funds has supplied the following forms which may be PDFs or online submittals:

Please contact Davis Funds to request any other type of forms you might need.

 

Employers for which Davis Funds (aka: Davis Funds) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Davis Funds holds an Active Payroll Slot:

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Important: The list below represents those Employers in whose 403(b) Plans Davis Funds holds an Inactive Payroll Slot:

Employers for which Davis Funds is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Davis Funds is eligible to receive exchanges, transfers, and rollover contributions because Davis Funds has signed a Direct Information Sharing Agreement with Employers in this list:

Employers for which Davis Funds is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Davis Funds is classified as an Orphaned Vendor:

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Employers for which Davis Funds is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Davis Funds is a Deselected Vendor.

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Employers for which Davis Funds is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Davis Funds is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Davis Funds is classified as a Grandfathered Exchange Vendor:

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