Plan Snapshot
- Plan Sponsor: Devco Holdings, INC.
- Sponsor EIN: 311814916
- Sponsor Address: 5530 UNION CENTRE DRIVE, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 1,756
- Total Assets: $106.1M
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 | 1,756 | $106.1M | $1.9M | $9.5M |
| 2023 | 1,757 | $91.9M | $1.9M | $9.3M |
| 2022 | 1,669 | $72.7M | $2.0M | $9.5M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $58,000 | — | $58,000 |
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,000
- Estimated Expense Ratio: 0.055% 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 | $59,833 | $58,000 | — | — | — |
| 2023 | $58,400 | $58,000 | — | — | — |
| 2022 | $58,000 | $58,000 | — | — | — |