J. Davis Architects, Pc 401(k) Profit Sharing Plan
Sponsored by J. Davis Architects, Pc · EIN 562230849 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 57
- With balances
- 116
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 |
|---|---|---|
| Capital Advisers, Inc. CRD 118442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Advisers Inc | Investment advisory (plan) | $35,847 |
| Trinity Pension Group | Contract administrator | $2,850 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,075 |