# M. Davis & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/m-davis-sons-inc-401k-plan

> M. Davis & Sons, INC.'s 401(k) plan: 427 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 & Sons, INC.

- **Sponsor EIN:** 510343859

- **Sponsor Address:** 227 DAYLESFORD COURT, KENNETT SQUARE, PA, 193481202

- **Plan Type:** 401(k)

- **Total Participants:** 427

- **Total Assets:** $49.7M

## 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|427|$49.7M|$608,451|$3.1M|

| 2023|414|$49.3M|$590,628|$3.1M|

| 2022|418|$42.7M|$211,008|$3.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$144,651|—|$144,651|

| LPL FINANCIAL LLC - RPCP|INVESTMENT ADVISORY|—|$68,417|$68,417|

| BELFINT, LYONS & SHUMAN, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BELFINT, LYONS & SHUMAN, P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $213,068

- **Estimated Expense Ratio:** 0.429% 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|$144,651|—|$144,651|—|—|

| 2023|$132,277|—|$132,277|—|—|

| 2022|$144,290|—|$144,290|—|—|

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