Plan Snapshot
- Plan Sponsor: Davies Claims Solutions, LLC
- Sponsor EIN: 431954328
- Sponsor Address: 6015 RESOURCE LANE, LAKEWOOD RANCH, FL, 34202
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 74 | $543,036 | $87,615 | $183,504 |
| 2023 | 88 | $8.0M | $137,509 | $332,141 |
| 2022 | 95 | $8.1M | $156,421 | $400,465 |
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 |
|---|---|---|---|---|
| STONE, RUDOLPH AND HENRY, PLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $10,340 | $9,132 | — | — | — |
| 2023 | $11,414 | $10,239 | — | — | — |
| 2022 | $13,279 | — | $13,279 | — | — |