# Davis Development, INC. 401(k) Plan
Source: https://planprovider.pro/companies/davis-development-inc-401k-plan

> Davis Development, INC.'s 401(k) plan: 435 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Davis Development, INC.

- **Sponsor EIN:** 621623857

- **Sponsor Address:** 403 CORPORATE CENTER DRIVE, STOCKBRIDGE, GA, 30281

- **Plan Type:** 401(k)

- **Total Participants:** 435

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|435|$19.5M|$1.4M|$2.3M|

| 2023|496|$15.7M|$1.5M|$2.5M|

| 2022|427|$10.5M|$1.2M|$1.9M|

## 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|

| MADISON AVENUE SECURITIES LLC|INVESTMENT ADVISOR|$38,100|—|$38,100|

| AMERICAN TRUST COMPANY|CONTRACT ADMIN|$28,856|$7,279|$36,135|

| TRG ADVISORS, INC|INVESTMENT ADVISOR|$19,812|—|$19,812|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$10,878|—|$10,878|

| FRAZIER & DEETER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FRAZIER & DEETER, LLC](https://planprovider.pro/provider/frazier-and-deeter-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $104,925

- **Estimated Expense Ratio:** 0.538% of plan assets

### 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|$124,494|—|—|—|—|

| 2023|$83,348|—|—|—|—|

| 2022|$45,906|—|$45,906|—|—|

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