# Davis Reeder Hall, Dvm PLC 401(k) Plan
Source: https://planprovider.pro/companies/davis-reeder-hall-dvm-plc-401k-plan

> Davis Reeder Hall, Dvm PLC's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Davis Reeder Hall, Dvm PLC

- **Sponsor EIN:** 540956680

- **Sponsor Address:** 4205 EVERGREEN LANE, ANNANDALE, VA, 22003

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

- **Total Participants:** 118

- **Total Assets:** $2.8M

## 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|118|$2.8M|$0|$471,732|

| 2023|128|$2.3M|$0|$410,119|

| 2022|135|$1.7M|$0|$327,688|

## 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|

| ADP, INC.|RECORD KEEPER|$29,462|—|$29,462|

| CARY ST PARTNERS INVESTMENT ADVISOR|INVESTMENT/FINANCIAL ADVI|$8,887|—|$8,887|

| MEADOWS URQUHART ACREE & COOK, L|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CARY ST PARTNERS INVESTMENT ADVISOR](https://planprovider.pro/provider/cary-street-partners) — INVESTMENT/FINANCIAL ADVI

- [MEADOWS URQUHART ACREE & COOK, L](https://planprovider.pro/provider/meadows-urquhart-acree-and-cook-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,349

- **Estimated Expense Ratio:** 1.372% 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|$38,350|$8,888|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$24,642|—|—|—|—|

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