How big is Robert C Davis and Associates' plan?

Robert C Davis and Associates' plan reported $128K in assets and 3 participants for 2024.

Original filing (PDF)20250521074351NAL0001736115001

Robert C Davis and Associates

Name: Robert C Davis and Associates — Robert C Davis and, Form 5500 (2024)
Creator: Robert C Davis and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert C Davis and Associates Inc. 401(k) Plan

401(k) retirement plan · Robert C Davis and Associates' Robert C Davis and Associates Inc. 401(k) Plan held $128K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

People on this filing

Kitty Holmquist signed Robert C Davis and Associates' 2024 Form 5500 as plan administrator.

Kitty Holmquist — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert C Davis and Associates' EIN is 06-1671832.

EIN 06-1671832

Plan number 001

Plan year 2024

ACK ID 20250521074351NAL0001736115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert C Davis and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert C Davis and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ROBERT C DAVIS AND ASSOCIATES

EIN

all filings

Address

1230 PEACHTREE STREET N E · SUITE 1900 · ATLANTA, GA · 30309

Phone

(678) 548-1775

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator