Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEVITA & ASSOCIATES, INC.
EIN 57-0784426Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$13.5M assets
Welfare
0
Participants
217
1150 E. WASHINGTON ST. - GREENVILLE, SC 29601864-232-6642
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.5M assets / 217 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#001
DEVITA & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN
401k
Assets$11.6M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEVITA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.9M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEVITA & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN | 401k | $11.6M | 113 | 2025 | |
| 002 | DEVITA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.9M | 104 | 2024 |
Retirement plans