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Original filing (PDF)20251008085343NAL0005297569001
DAVERSA PARTNERS, INC.
Form 5500
FILING_RECEIVED
DAVERSA PARTNERS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
150
Accounts w/ balance
222
Plan assets (EOY)
$32.2M
Net assets (EOY)
$32.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVERSA PARTNERS, INC..
Plan sponsor
Name
DAVERSA PARTNERS, INC.
EIN
06-1362061
Address
55 GREENS FARMS RD · 2ND FLOOR · WESTPORT, CT · 06880
Phone
(203) 517-1160
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities· $32.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2060 Fund Institutional | — | — | — | $7.7M | 24.0% | |
| Premium Class * Fidelity Investments Fidelity Freedom Index 2055 Fund Institutional | — | — | — | $3.4M | 10.6% | |
| Premium Class * Fidelity Investments Fidelity Large Cap Growth Index Fund | — | — | — | $3.3M | 10.3% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund Institutional | — | — | — | $3.3M | 10.1% | |
| Premium Class * Fidelity Investments Fidelity Freedom Index 2050 Fund Institutional | — | — | — | $2.5M | 7.8% | |
| Premium Class Dodge & Cox Dodge & Cox Stock Fund Class X | — | — | — | $1.7M | 5.2% | |
| Victory Capital Victory RS Partners Fund Class Y | — | — | — | $1.4M | 4.3% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.2M | 3.8% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund Institutional | — | — | — | $1.1M | 3.5% | |
| Premium Class * Fidelity Investments Fidelity Freedom Index 2030 Fund Institutional | — | — | — | $739K | 2.3% | |
| Premium Class Goldman Sachs Goldman Sachs Small/Mid Cap Growth | — | — | — | $689K | 2.1% | |
| Institutional Class * Fidelity Investments Fidelity Freedom Index 2065 Fund Institutional | — | — | — | $633K | 2.0% | |
| Premium Class First Eagle First Eagle Oversea Class R6 | — | — | — | $609K | 1.9% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund Institutional | — | — | — | $488K | 1.5% | |
| Premium Class PIMCO Income Fund Institutional Class | — | — | — | $460K | 1.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $458K | 1.4% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund Institutional | — | — | — | $402K | 1.2% | |
| Premium Class American Funds American Funds New World Fund Class R-6 | — | — | — | $390K | 1.2% | |
| Federated Hermes Federated Hermes Institutional High Yield Bond IS | — | — | — | $363K | 1.1% | |
| Cohen & Steers Cohen & Steers Realty Shares Class L | — | — | — | $327K | 1.0% | |
| Fidelity Investments Fidelity Government Money Market Fund Class K6 | — | — | — | $256K | 0.8% | |
| PIMCO International Bond (USD-Hdg) Instl | — | — | — | $206K | 0.6% | |
| Loomis Sayles Funds Loomis Sayles Ltd Term Govt and Agency Y | — | — | — | $125K | 0.4% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $94K | 0.3% | |
| Premium Class * Notes Receivable from Loans to participants collateralized by their | — | — | — | $83K | 0.3% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index | — | — | — | $70K | 0.2% | |
| Goldman Sachs Goldman Sachs GQG Partners International | — | — | — | $69K | 0.2% | |
| Opportunities Fund Class R6 * Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $55K | 0.2% | |
| PGIM Jennison International Opportunities Fund - | — | — | — | $52K | 0.2% | |
| Class R6 * Fidelity Investments Fidelity Freedom Index 2020 Fund Institutional | — | — | — | $4K | <0.1% |
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