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Clackamas Community College

Davis Funds
(aka: Davis Funds)

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:

  • End of List Declared by Davis Funds

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.

 

Davis Funds (aka: Davis Funds) - Clackamas CC Status

To Be Determined

Davis Funds Plan Number

When contacting Davis Funds or its local contacts, have ready your Clackamas CC - Davis Funds GROUP NUMBER: To Be Determined

Clackamas CC EIN

When contacting Davis Funds or its local contacts, you may require the Clackamas CC EIN: 930555710

Clackamas CC Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Davis Funds on Clackamas CC list of authorized vendors.

Request Additional Information from Davis Funds

Contact Davis Funds directly if you have additional questions about Davis Funds products or services.

Information Sharing Agreement, If Applicable

Davis Funds has NOT signed any Direct Information Sharing Agreement with Clackamas CC or any Umbrella Information Sharing Agreement with CCC. Consequently, Davis Funds is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Clackamas CC 403(b) accounts.

Employer Minimum Contribution

Clackamas CC does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Davis Funds does not require any monthly contribution amount .

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.

Clackamas CC Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Clackamas CC 403(b) Plan and much more on the Clackamas CC Information Page, available by clicking here.