James G. Davis Construction Corporation Profit Sharing, Stock Ownership, And 401(k) Plan
Sponsored by James G. Davis Construction Corporation · EIN 540799423 · Plan #001
- Total assets
- $199M
- Net assets
- $198M
- Active participants
- 506
- With balances
- 699
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 |
|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp CRD 128591 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | Investment advisory (participants), Investment advisory (plan) | $172,892 |
| Legacy Equity Valuations, Inc. | Valuation | $68,023 |
| Schneider Downs Ret. Solutions | Recordkeeping | $66,995 |
| Charles Schwab Trust Company | Trustee (institutional) | $31,462 |
| Katz Sapper & Miller, Llp | Accounting | $17,000 |