Deroy & Devereaux Private 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Deroy & Devereaux Private
  • Sponsor EIN: 382251232
  • Sponsor Address: 40705 WOODWARD AVE STE 150, BLOOMFIELD HILLS, MI, 483045308
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $14.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202519$14.8M$494,159$388,305
202418$12.6M$463,111$372,358
202318$10.4M$429,529$329,505
202217$9.0M$377,772$290,574

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