DAVENPORT ASSOCIATES, INCORPORATED PROFIT-SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
26
Accounts w/ balance
27
Plan assets (EOY)
$688K
Net assets (EOY)
$688K
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
71
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVENPORT ASSOCIATES, INC..
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 Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
Related plans
Similar-size All Other Professional Services plans
