Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Davenport & Company LLC
Davenport & Company LLC
- Service provider, as named on Schedule C
- EIN 541835842
- Plan year 2024
- Direct compensation reported $243,589
Assets of those plans
$141,999,859
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$243,589
70% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 6 |
| 50 | Direct payment from the plan | 4 |
| 99 | Other fees | 2 |
| 64 | Recordkeeping fees | 2 |
| 15 | Recordkeeping and information management | 2 |
| 49 | Other services | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Precision Fabrics Group, Inc. 401(k) Plan | Precision Fabrics Group | $37,739,697 | 587 | $55,229 |
| Justice Family Group 401(k) Retirement Plan | Justice Family Group | $18,660,545 | 413 | $44,736 |
| Caffey Distributing Company, Inc. Retirement Savings Plan | Caffey Distributing | $17,163,928 | 464 | $25,000 |
| PAF 401(k) Planrecordkeeper | Patient Advocate Foundation | $14,908,674 | 219 | $34,006 |
| Rowe Fine Furniture, Inc. 401(k) Plan | Rowe Fine Furniture | $13,008,940 | 385 | $23,120 |
| TM 401(k) Plan | Mitchell Holding | $11,275,923 | 188 | $29,949 |
| Railside Enterprises Inc. 401k Profit Sharing Plan | Railside Enterprises | $10,681,888 | 176 | $0 |
| IBEW Local 1340 Maintenance Employees' Retirement Fund 401(k) Plan & Trust | Jacobs Technology | $10,416,380 | 116 | $0 |
| Maconit, Inc. 401(k) Profit Sharing Planrecordkeeper | Maconit | $8,143,884 | 130 | $0 |
| Carson-dellosa Publishing, LLC 401(k) Profit Sharing Plan | Carson-dellosa Publishing | $0 | 0 | $31,549 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.