The Davey 401 Ksop And Esop
Sponsored by The Davey Tree Expert Company · EIN 340176110 · Plan #004
- Total assets
- $448M
- Net assets
- $448M
- Active participants
- 7,923
- With balances
- 5,149
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Argent Trust Company | Contract administrator, Plan administrator, Direct payment from the plan | $235,237 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $152,549 |
| Mpi | Contract administrator, Direct payment from the plan | $40,505 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |