Plan Snapshot
- Plan Sponsor: James G. Davis Construction Corporation
- Sponsor EIN: 540799423
- Sponsor Address: 12530 PARKLAWN DRIVE, ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Total Participants: 506
- Total Assets: $199.0M
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. |
|---|---|---|---|---|
| 2024 | 506 | $199.0M | $10.9M | $4.2M |
| 2023 | 432 | $187.8M | $8.6M | $3.4M |
| 2022 | 401 | $167.3M | $3.2M | $3.2M |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | INVESTMENT ADVISOR | $172,892 | — | $172,892 |
| LEGACY EQUITY VALUATIONS, INC. | STOCK VALUATION PROVIDER | $68,023 | — | $68,023 |
| SCHNEIDER DOWNS RET. SOLUTIONS | RECORDKEEPER | $66,995 | — | $66,995 |
| CHARLES SCHWAB TRUST COMPANY | PLAN CUSTODIAN | $31,462 | — | $31,462 |
| KATZ SAPPER & MILLER, LLP | PLAN AUDITOR | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST COMPANY — PLAN CUSTODIAN
- KATZ SAPPER & MILLER, LLP — PLAN AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $356,372
- Estimated Expense Ratio: 0.179% 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 | $649,485 | $172,891 | $31,462 | $17,000 | — |
| 2023 | $349,603 | $153,943 | — | $35,750 | — |
| 2022 | $345,210 | $149,587 | — | — | $195,623 |