Deviney Construction Company, Inc. Retirement Plan And Trust
Sponsored by Deviney Construction Company, Inc. · EIN 640758906 · Plan #002
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 242
- With balances
- 387
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 |
|---|---|---|
| Bankplus Wealth Management, Llc CRD 152588 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Heritage Pension Advisors, Llc | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $46,045 |
| Bankplus Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $30,883 |