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DAVENPORT ASSOCIATES, INC. — DAVENPORT ASSOCIATES, INCORPORATED CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250501073635NAL0004294240001
DAVENPORT ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
DAVENPORT ASSOCIATES, INCORPORATED CASH BALANCE PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
26
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVENPORT ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
DAVENPORT ASSOCIATES, INC.
EIN
06-0879923
Address
14 FAIRFIELD BLVD · WALLINGFORD, CT · 06492
Phone
(617) 835-2009
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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