Davis & Plomin, Inc. 401(k) Retirement Savings Plan
Sponsored by Davis & Plomin Mechanical, Inc. · EIN 611153242 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 165
- With balances
- 172
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 |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcf Advisors | Investment advisory (plan) | $16,663 |
| Cherry Bekaert | Accounting | $13,650 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $2,871 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,831 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,040 |
| Mcgregor & Associates, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $630 |