DAVENPORT ASSOCIATES, INCORPORATED CASH BALANCE PENSION PLAN AND TRUST

[ EIN: 06-0879923 | Plan No. 003 ]

DAVENPORT ASSOCIATES, INCORPORATED CASH BALANCE PENSION PLAN AND TRUST is reported on Form 5500 as a Defined Benefit plan sponsored by DAVENPORT ASSOCIATES, INC.. For the 2024 plan year, the plan had 26 participants and total assets of $1,298,967.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: DAVENPORT ASSOCIATES, INC.

Location: 14 FAIRFIELD BLVD, WALLINGFORD, CT 06492

EIN: 060879923

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 26

Total Assets: $1,298,967

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