Davis & Floyd, Inc. Profit Sharing Plan
Sponsored by Davis & Floyd, Inc. · EIN 570346458 · Plan #001
- Total assets
- $32.3M
- Net assets
- $32.3M
- Active participants
- 154
- With balances
- 268
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,112 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $1 |
| Benefits Administrators, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $0 |
| Greenwood Capital Associates | Investment management fees (direct) | $0 |
| County Bank | Trustee (discretionary) | $0 |