Davis, Carter, Scott Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Davis, Carter, Scott Ltd.
  • Sponsor EIN: 541173411
  • Sponsor Address: 8614 WESTWOOD CENTER DR, TYSONS, VA, 22182
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 61
  • Total Assets: $22.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202361$22.1M$183,487$732,489
202271$19.4M$167,716$675,542

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