# The Davis Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-davis-companies-inc-401k-plan

> The Davis Companies, INC.'s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Davis Companies, INC.

- **Sponsor EIN:** 043184231

- **Sponsor Address:** 241 BOSTON POST ROAD WEST, FLOOR 1, MARLBOROUGH, MA, 01752

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

- **Total Participants:** 290

- **Total Assets:** $6.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|290|$6.7M|$45,454|$424,775|

| 2023|435|$6.4M|$61,396|$659,457|

| 2022|552|$5.2M|$59,702|$697,286|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|SERVICE PROVIDER|—|$15,369|$15,369|

| STOWE & DEGON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [STOWE & DEGON LLC](https://planprovider.pro/provider/stowe-and-degon-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,369

- **Estimated Expense Ratio:** 0.230% 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|$7,600|—|$7,100|—|—|

| 2023|$5,700|—|$5,700|—|—|

| 2022|$3,900|—|—|—|—|

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