Findley Davies Inc.
300 Madison Ave., Suite 1000,
Toledo, OH 43604
419-255-1360; fax: 419-259-5685
www.findleydavies.com
Staff:
Total 85
Involved in 401(k) plan services 20
Clients:
Total 125
Receiving unbundled services 125
Average participants/plan 250
Minimum participants/plan 10
Maximum participants/plan 5,000
Services began: 1984.
Software: purchased from outside vendor, accommodates 20 investment funds and 15 types of contributions.
Administration: cash, unit-value, full-share accounting; …
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