Daversa Partners, Inc. 401(k) Profit Sharing Plan
Sponsored by Daversa Partners, Inc. · EIN 061362061 · Plan #002
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 150
- With balances
- 222
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $36,878 |