Davis Defense Group, Inc. 401(k)
Sponsored by Davis Defense Group, Inc. · EIN 320000601 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 280
- With balances
- 247
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
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 | $37,338 |
| Janney Montgomery Scott Llc | Investment advisory (plan) | $34,399 |