Davis Partnership, P.C. 401(k) Plan
Sponsored by Davis Partnership, P.C. · EIN 840633105 · Plan #002
- Total assets
- $24.4M
- Net assets
- $24.4M
- Active participants
- 152
- With balances
- 191
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 |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $2,290 |
| Wilshire Associates, Inc. | Investment advisory (participants) | $0 |