Davenport & Company, LLC Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 87, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, Participation Rate, and Salary Deferral. Davenport & Company, LLC Profit Sharing Plan currently has over 400 active participants and over $109.4M in plan assets.
|1.||Davenport Core Portfolio||13%|
|2.||Davenport Equity Opportunities Portfolio||11%|
|3.||Davenport Value and Income Portfolio||10%|
P.O. Box 85678
Richmond, VA 23285-5678
|Net Plan Assets||$109,000,000|
|Avg Account Balance||$230,000|
|Bessemer Trust Company||86.6|
|Canadian Imperial Bank of Commerce||81.9|
|Bank of Nova Scotia||79.4|
|Mercantil CommerceBank N.A.||68.2|
Please visit the vault to keep your 401k plan information accurate and up-to-date.