Devereux Defined Contribution Retirement Plan
Sponsored by The Devereux Foundation · EIN 231390618 · Plan #001
- Total assets
- $595M
- Net assets
- $595M
- Active participants
- 5,122
- With balances
- 11,453
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $473,730 |
| Janney Montgomery Scott,Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $115,870 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $21,000 |
| Troutman Pepper Hamilton Sander Llp | Legal, Direct payment from the plan | $7,789 |