Defined-contribution retirement plan · Peter N. Davis & Associates, LLC's Peter N. Davis Associates Profit Sharing Plan held $8.4M in plan assets for 14 participants in 2024.
Active participants
14
Accounts w/ balance
27
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
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
91
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 (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER N. DAVIS & ASSOCIATES, LLC.
