Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVENPORT ASSOCIATES INC
EIN 06-0879923building materialsLatest filing 2025
Plans
3
Retirement
3
$17.3M assets
Welfare
0
Participants
114
14 FAIRFIELD BLVD - WALLINGFORD, CT 064921827203-265-2389davenportassociates.comLinkedIn11-50 employeesbuilding materials
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $17.3M assets / 114 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DAVENPORT ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$15.1M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DAVENPORT ASSOCIATES, INCORPORATED CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.4M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DAVENPORT ASSOCIATES, INCORPORATED PROFIT-SHARING PLAN AND TRUST
ProfitSharing
Assets$852K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVENPORT ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $15.1M | 65 | 2025 | |
| 003 | DAVENPORT ASSOCIATES, INCORPORATED CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.4M | 24 | 2025 | |
| 004 | DAVENPORT ASSOCIATES, INCORPORATED PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $852K | 25 | 2025 |
Retirement plans