Plan Snapshot
- Plan Sponsor: Davaco, L.P.
- Sponsor EIN: 823970631
- Sponsor Address: 4050 VALLEY VIEW LANE SUITE 150, IRVING, TX, 75038
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $8.7M
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 | 253 | $8.7M | $39,685 | $413,089 |
| 2023 | 372 | $9.2M | $63,430 | $645,545 |
| 2022 | 976 | $8.2M | $55,207 | $552,927 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,650 | $26,655 | — | — | — |
| 2023 | $47,434 | $24,193 | — | — | — |
| 2022 | $39,247 | $24,445 | $14,802 | — | — |