AUMdb

Devcon Construction, Inc. 401(k) Retirement Plan

Sponsored by Devcon Construction Incorporated · EIN 942685009 · Plan #002

Total assets
$144M
Net assets
$144M
Active participants
327
With balances
405

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pensionmark Financial Group Llc Investment advisory (plan) $36,000
Strategic Advisors, Inc. Investment advisory (plan) $20,510
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees -$752