# M. Davis Management Co. INC. DC Plan
Source: https://planprovider.pro/companies/m-davis-management-co-inc-plan

> M. Davis Management Co. INC.'s DC plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** M. Davis Management Co. INC.

- **Sponsor EIN:** 371380504

- **Sponsor Address:** 401 WEST SPRESSER STREET, TAYLORVILLE, IL, 62568

- **Plan Type:** DC

- **Total Participants:** 122

- **Total Assets:** $2.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|122|$2.4M|$58,505|$139,646|

| 2023|125|$3.9M|$122,617|$230,170|

| 2022|119|$2.9M|$87,136|$162,186|

## 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|

| EDWARD JONES|INVESTMENT ADVISOR|$9,931|—|$9,931|

| STELMACK DOBRANSKY & EANNACE, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STELMACK DOBRANSKY & EANNACE, LLC](https://planprovider.pro/provider/stelmack-dobransky-and-eannace-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,931

- **Estimated Expense Ratio:** 0.411% 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|$5,675|—|$5,675|—|—|

| 2023|—|—|—|—|—|

| 2022|$1,895|—|—|—|$1,895|

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