DAVENPORT ASSOCIATES, INCORPORATED PROFIT-SHARING PLAN AND TRUST

[ EIN: 06-0879923 | Plan No. 004 ]

DAVENPORT ASSOCIATES, INCORPORATED PROFIT-SHARING PLAN AND TRUST, sponsored by DAVENPORT ASSOCIATES, INC., appears in Form 5500 filings as a Profit Sharing plan. The plan reported 27 participants and total assets of $688,034 during the 2024 reporting period.

Profit Sharing 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: 004

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 27

Total Assets: $688,034

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