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 .
Vendor Page Information
Vendors manage their own CCC website pages via authorized logins available upon request. Vendors are expected to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly. With thousands of unique CCC Client Employer-Vendor relationships, CCC uses this website to inform all Vendors regarding Employer-Specific:
- Requirements to Gain and Maintain Active or Inactive Payroll Slots;
- Optional Plan Features available; and
- All other aspects of the Employer's 403(b) Plan.
To see any of the above requirements for a specific Employer, visit a specific Employer's 403(b) Plan Document: List of Employers
Davis Funds (aka: Davis Funds) Web Homepage
Davis Funds has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Davis Funds, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Davis Funds to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Davis Funds offers the following type of 403(b) investment option:
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:
- End of List Declared by Davis Funds
Helpful Employee Resources
Davis Funds has not provided a weblink to any online 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.
Request Additional Information
Davis Funds has not provided us with any online contact methods. The moment they do, we'll post them here.
Vendor FormsDavis Funds has supplied the following forms which may be PDFs or online submittals:
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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:
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:
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:
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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