How big is Devoe & Company, LLC's plan?

Devoe & Company, LLC's plan reported $1.8M in assets and 10 participants for 2025.

Original filing (PDF)20260427152835NAL0004930691001

Devoe & Company, LLC

Name: Devoe & Company, LLC — Devoe & Company, LLC 401(k), Form 5500 (2025)
Creator: Devoe & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Devoe & Company, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Devoe & Company, LLC's Devoe & Company, LLC 401(k) Profit Sharing Plan held $1.8M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Devoe & Company, LLC's EIN is 45-4697959.

EIN 45-4697959

Plan number 002

Plan year 2025

ACK ID 20260427152835NAL0004930691001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Devoe & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Devoe & Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

DEVOE & COMPANY, LLC

EIN

all filings

Address

590 GRAVATT DRIVE · BERKELEY, CA · 94705

Phone

(949) 748-1005

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator