Plan Snapshot
- Plan Sponsor: Davis Selected Advisers, L.P.
- Sponsor EIN: 850360310
- Sponsor Address: 2949 E. ELVIRA RD., TUCSON, AZ, 85756
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 187
- Total Assets: $100.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 187 | $100.5M | $0 | $0 |
| 2024 | 125 | $87.8M | $869,657 | $1.8M |
| 2023 | 119 | $74.5M | $883,119 | $1.8M |
| 2022 | 121 | $63.7M | $894,312 | $1.7M |
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 |
|---|---|---|---|---|
| R & A CPAS | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $7,869,656 | — | — | — | — |
| 2024 | -$66,859 | — | $300 | — | — |
| 2023 | -$57,699 | — | $300 | — | — |
| 2022 | -$47,963 | — | — | — | — |