Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEVOE & COMPANY, LLC
EIN 45-4697959investment bankingLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
22
590 GRAVATT DRIVE - BERKELEY, CA 94705949-748-1005devoeandcompany.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 22 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
DEVOE & COMPANY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DEVOE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DEVOE & COMPANY, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 17 | 2025 | |
| 001 | DEVOE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.7M | 5 | 2024 |
Retirement plans