# James G. Davis Construction Corporation 401(k) Plan
Source: https://planprovider.pro/companies/james-g-davis-construction-corporation-401k-plan

> James G. Davis Construction Corporation's 401(k) plan: 506 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — PLAN CUSTODIAN

- [KATZ SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/james-g-davis-construction-corporation-401k-plan)

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