# David Volkert & Associates, INC. DC Plan
Source: https://planprovider.pro/companies/david-volkert-associates-inc-plan-001

> David Volkert & Associates, INC.'s DC plan: 946 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** David Volkert & Associates, INC.

- **Sponsor EIN:** 630703075

- **Sponsor Address:** 11 N WATER ST, MOBILE, AL, 36602

- **Plan Type:** DC

- **Total Participants:** 946

- **Total Assets:** $181.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|946|$181.8M|$1.1M|$0|

| 2023|881|$126.9M|$100,000|$0|

| 2022|779|$109.5M|$500,000|$0|

## 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|

| WILKINSMILLER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILKINSMILLER](https://planprovider.pro/provider/wilkins-miller-llc) — 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/david-volkert-associates-inc-plan-001)

© 2026 PlanProvider.Pro