Original filing (PDF)20251006141404NAL0009471602001

ROGER H. DAVIS

Name: ROGER H. DAVIS — ROGER H. DAVIS RETIREMENT PLAN, Form 5500 (2024)
Creator: ROGER H. DAVIS

Form 5500-SF

FILING_RECEIVED

ROGER H. DAVIS RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

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 average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROGER H. DAVIS

EIN

13-3104532all filings

Address

1650 BROADWAY · SUITE 508 · NEW YORK, NY · 10019

Phone

(212) 586-3377

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

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