Plan Snapshot
- Plan Sponsor: Davis Partnership, P.C.
- Sponsor EIN: 840633105
- Sponsor Address: 2901 BLAKE STREET, SUITE 100, DENVER, CO, 80205
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $24.4M
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 | 152 | $24.4M | $319,183 | $1.3M |
| 2023 | 182 | $21.6M | $349,561 | $1.5M |
| 2022 | 183 | $18.6M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| MARTILLARO RAUB AND ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARTILLARO RAUB AND ASSOCIATES — 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 | $96,149 | $46,470 | $44,319 | — | — |
| 2023 | $102,841 | $40,177 | $38,904 | $15,420 | — |
| 2022 | $82,369 | $37,708 | $42,236 | — | $2,425 |