Plan Snapshot
- Plan Sponsor: Davis & Floyd, INC.
- Sponsor EIN: 570346458
- Sponsor Address: P.O. DRAWER 428, GREENWOOD, SC, 29648
- Plan Type: DC
- Total Participants: 154
- Total Assets: $32.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 154 | $32.3M | $645,915 | $973,381 |
| 2023 | 144 | $29.6M | $495,142 | $824,589 |
| 2022 | 123 | $25.3M | $520,907 | $834,055 |
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 |
|---|---|---|---|---|
| BAUKNIGHT PIETRAS & STORMER, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAUKNIGHT PIETRAS & STORMER, P.A. — 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 | $131,883 | — | $131,883 | — | — |
| 2023 | $159,551 | — | — | — | — |
| 2022 | $145,870 | — | — | — | $145,870 |