Original filing (PDF)20250904110959NAL0033690194001

DAVENPORT ASSOCIATES, LTD

Name: DAVENPORT ASSOCIATES, LTD — DAVENPORT ASSOCIATES, LTD. 401(K)PLAN FOR EMPLOYEES, Form 5500 (2024)
Creator: DAVENPORT ASSOCIATES, LTD

Form 5500-SF

FILING_RECEIVED

DAVENPORT ASSOCIATES, LTD. 401(K)PLAN FOR EMPLOYEES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVENPORT ASSOCIATES, LTD.

Plan sponsor

Name

DAVENPORT ASSOCIATES, LTD

EIN

05-0353882

Address

50 RANDALL STREET · PROVIDENCE, RI · 02904

Phone

(401) 861-5858

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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