· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TIMOTHY G. DAVIS, INC.C/O JARED FELDMAN — TIMOTHY G. DAVIS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250903131656NAL0015228897001
TIMOTHY G. DAVIS, INC.C/O JARED FELDMAN
Form 5500-SF
FILING_RECEIVED
TIMOTHY G. DAVIS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TIMOTHY G. DAVIS, INC.C/O JARED FELDMAN
.
Find decision makers
Plan sponsor
Name
TIMOTHY G. DAVIS, INC.C/O JARED FELDMAN
EIN
11-3054017
Address
3 TIMES SQUARE, 24TH FLOOR · NEW YORK, NY · 10036
Phone
(212) 863-1257
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
SILVERADO INTERNATIONAL INVESTMENT, INC.
SILVERADO INTERNATIONAL INVESTMENT, INC. 401K PROFIT SHARING PLAN
$2.0M · 2 participants
WINCHESTER CARLISLE PARTNERS, LLC
THE WINCAR CO 401(K) SAVINGS PLAN
$2.0M · 45 participants
RGB, INC. DBA LAND TITLE GUARANTEE COMPANY OF SUMMIT COUNTY
RGB, INC. DBA LAND TITLE GUARANTEE COMPANY OF SUMMIT COUNTY 401(K) PLAN
$2.0M · 2 participants
KOOTENAI COUNTY TITLE COMPANY, INC.
KOOTENAI COUNTY TITLE COMPANY, INC. 401(K) PLAN
$2.0M · 28 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CLINTON ABSTRACT CO., INC
CLINTON ABSTRACT CO., INC. PROFIT SHARING PLAN
$2.0M · 6 participants
PETER YEGEN, JR., INC.
PETER YEGEN, JR. INC. 401(K) PLAN
$2.0M · 8 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
