Plan Snapshot
- Plan Sponsor: Davis-Standard, LLC
- Sponsor EIN: 202653604
- Sponsor Address: 1 EXTRUSION DRIVE, PAWCATUCK, CT, 06379
- Plan Type: 401(k)
- Total Participants: 743
- Total Assets: $172.9M
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 | 743 | $172.9M | $0 | $6.9M |
| 2023 | 886 | $157.5M | $3.1M | $6.4M |
| 2022 | 828 | $146.7M | $3.0M | $5.9M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $132,770 | — | — | — | — |
| 2023 | $47,974 | — | — | — | — |
| 2022 | $55,513 | $18,000 | $19,410 | — | — |