# Davis H. Elliot Company, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/davis-h-elliot-company-incorporated-401k-plan

> Davis H. Elliot Company, Incorporated's 401(k) plan: 2,794 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Davis H. Elliot Company, Incorporated

- **Sponsor EIN:** 541203551

- **Sponsor Address:** 673 BLUE SKY PKWY, LEXINGTON, KY, 40509

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

- **Total Participants:** 2,794

- **Total Assets:** $104.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,794|$104.7M|$2.7M|$11.1M|

| 2023|2,630|$87.2M|$2.3M|$9.6M|

| 2022|2,448|$70.7M|$2.0M|$8.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$343,922|—|$343,922|

| MCF ADVISORS|CONSULTANT|—|$15,307|$15,307|

| BROWN, EDWARDS & COMPANY, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROWN, EDWARDS & COMPANY, L.L.P.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $359,229

- **Estimated Expense Ratio:** 0.343% 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|$343,898|—|$343,898|—|—|

| 2023|$282,781|—|$282,781|—|—|

| 2022|$257,795|—|$257,795|—|—|

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