M. Davis Management Co. Inc. 401(k) Plan
Sponsored by M. Davis Management Co. Inc. · EIN 371380504 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 122
- With balances
- 99
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $9,931 |
| Capital Bank And Trust | Recordkeeping fees | $3,022 |
| Seth Siegel | Contract administrator | $3,022 |