C. Davis Electric Co., Inc. 401(k) Profit Sharing Plan
Sponsored by C. Davis Electric Co., Inc. · EIN 591685202 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 197
- With balances
- 208
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 |
|---|---|---|
| Milestone Investments, Inc. CRD 47090 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milestone Investments, Inc. | Investment advisory (participants), Investment advisory (plan) | $33,109 |
| Nationwide | Recordkeeping, Investment management, Recordkeeping fees | $19,615 |
| Northwestern Wisconsin Associates, | Recordkeeping, Recordkeeping fees | $16,473 |