Plan Snapshot
- Plan Sponsor: C. Davis Electric Co., INC.
- Sponsor EIN: 591685202
- Sponsor Address: 1701 SW 100TH TERRACE, MIRAMAR, FL, 33025
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 197 | $13.7M | $275,667 | $703,069 |
| 2023 | 192 | $12.1M | $276,077 | $677,157 |
| 2022 | 178 | $10.8M | $263,593 | $613,626 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MILESTONE INVESTMENTS, INC. | Investment Advisor | $33,109 | — | $33,109 |
| NATIONWIDE | Recordkeeper | $19,615 | — | $19,615 |
| NORTHWESTERN WISCONSIN ASSOCIATES, | Recordkeeper | $16,473 | — | $16,473 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,197
- Estimated Expense Ratio: 0.506% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $49,773 | — | $49,773 | — | — |
| 2023 | $47,271 | $28,561 | — | — | — |
| 2022 | $39,912 | — | $39,912 | — | — |