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Sponsor portfolio

DAV-CO FINISHING

EIN 06-1489332-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$716K assets
Welfare
0
Participants
49
1082 FARMINGTON AVE - BERLIN, CT 06037860-221-5369
Plans on this EIN
2 filings
#001CashBalance-$386K - 21 part#002401k-$330K - 28 part

Retirement portfolio analytics

2 plans aggregated / $716K assets / 49 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#001)54%
  • PROFIT SHARING PLAN (#002)46%
Total $716KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)28
  • CASH BALANCE PLAN (#001)21
Total 49Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DAV-CO FINISHING CASH BALANCE PLAN

CashBalance

Assets$386K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAV-CO FINISHING 401(K) PROFIT SHARING PLAN

401k

Assets$330K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAV-CO FINISHING CASH BALANCE PLANCashBalance$386K212024
002DAV-CO FINISHING 401(K) PROFIT SHARING PLAN401k$330K282024
Retirement plans
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