Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVENPORT POST ASSOCIATES, INC.
EIN 59-1834456ConstructionLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
85
3090 WINTER LAKE ROAD - LAKELAND, FL 33803863-665-4952
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 85 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
DAVENPORT POST ASSOCIATES, INC. 401(K) PLAN
ProfitSharing
Assets$794K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVENPORT POST ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$747K
Participants81
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 | DAVENPORT POST ASSOCIATES, INC. 401(K) PLAN | ProfitSharing | $794K | 4 | 2025 | |
| 002 | DAVENPORT POST ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $747K | 81 | 2025 |
Retirement plans