How big is Roger H. Davis' plan?

Roger H. Davis' plan reported $370K in assets and 2 participants for 2024.

Original filing (PDF)20251006141404NAL0009471602001

Roger H. Davis

Name: Roger H. Davis — Roger H. Davis Retirement Plan, Form 5500 (2024)
Creator: Roger H. Davis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger H. Davis Retirement Plan

Defined-contribution retirement plan · Roger H. Davis' Roger H. Davis Retirement Plan held $370K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

People on this filing

Roger Davis signed Roger H. Davis' 2024 Form 5500 as plan administrator.

Roger Davis — 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

Roger H. Davis' EIN is 13-3104532.

EIN 13-3104532

Plan number 002

Plan year 2024

ACK ID 20251006141404NAL0009471602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roger H. Davis from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roger H. Davis' plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROGER H. DAVIS.

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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