Plan Snapshot
- Plan Sponsor: Davis & Company
- Sponsor EIN: 223112339
- Sponsor Address: 85 CHESTNUT RIDGE RD., MONTVALE, NJ, 07645
- 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. |
|---|
| 2024 | 0 | $0 | $104,525 | $69,424 |
| 2023 | 26 | $11.2M | $194,907 | $277,440 |
| 2022 | 29 | $9.0M | $188,196 | $272,817 |