The Davlyn Group 401(k) Pension Plan
Sponsored by Davlyn Manufacturing Co., Llc · EIN 232153267 · Plan #002 · Spring City, PA
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 184
- With balances
- 181
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Summit Group Retirement Planners, Inc. CRD 169823 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Summit Group Retirement Planners, | Investment advisory (plan) | $52,000 |
| Withum Smith+Brown, Pc | Accounting | $19,344 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$3,100 |