Davis Construction, Inc. 401(k) Plan
Sponsored by Davis Construction, Inc. · EIN 381912617 · Plan #003
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 84
- With balances
- 121
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $18,884 |
| Kdp Retirement Plan Services Inc | Contract administrator | $8,350 |
| Empower Advisory Group Llc | Investment management | $5,436 |
| Cetera Investment Advisers Llc | Investment advisory (plan) | $2,140 |
| Gradient Securities Llc | Other commissions | $0 |