Davison Design And Development 401(k) Profit Sharing Plan & Trust
Sponsored by Davison Design And Development · EIN 232577641 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 240
- With balances
- 119
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $17,140 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $7,819 |