Davis Development, Inc. 401(k) Plan
Sponsored by Davis Development, Inc. · EIN 621623857 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 435
- With balances
- 732
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 |
|---|---|---|
| Madison Avenue Securities, Llc CRD 23224 | deterministic · 100% | 2024 |
| Trm Advisors Lp CRD 321278 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Madison Avenue Securities Llc | Investment advisory (plan) | $38,100 |
| American Trust Company | Contract administrator | $28,856 |
| Trg Advisors, Inc | Investment advisory (plan) | $19,812 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,878 |