How big is Perry Davis Associates, Inc.'s plan?

Perry Davis Associates, Inc.'s plan reported $2.3M in assets and 6 participants for 2024.

Original filing (PDF)20251006061536NAL0005542288001

Perry Davis Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Perry Davis Associates, Inc. Profit-Sharing Plan

Defined-contribution retirement plan · Perry Davis Associates, Inc.'s Perry Davis Associates, Inc. Profit-Sharing Plan held $2.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Perry Davis Associates, Inc.'s EIN is 13-3379224.

EIN 13-3379224

Plan number 001

Plan year 2024

ACK ID 20251006061536NAL0005542288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perry Davis Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perry Davis Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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 (99th percentile).

Plan sponsor

Name

PERRY DAVIS ASSOCIATES, INC.

EIN

all filings

Address

1441 BROADWAY · SUITE 6071 · NEW YORK, NY · 10018

Phone

(212) 840-1166

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator