How big is Peter N. Davis & Associates, LLC's plan?

Peter N. Davis & Associates, LLC's plan reported $8.4M in assets and 14 participants for 2024.

Original filing (PDF)20251015125951NAL0004914801001

Peter N. Davis & Associates, LLC

Name: Peter N. Davis & Associates, LLC — Peter N. Davis, Form 5500 (2024)
Creator: Peter N. Davis & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter N. Davis Associates Profit Sharing Plan

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

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan identifiers

Peter N. Davis & Associates, LLC's EIN is 14-1844634.

EIN 14-1844634

Plan number 002

Plan year 2024

ACK ID 20251015125951NAL0004914801001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peter N. Davis & Associates, LLC's plan includes profit-sharing, a self-directed brokerage window.

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.

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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

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 (93rd percentile).

Plan sponsor

Name

PETER N. DAVIS & ASSOCIATES, LLC

EIN

all filings

Address

72 ESSEX STREET, SUITE 2 · LODI, NJ · 07644

Phone

(973) 279-7246

Industry

Law Offices· Professional & Technical Services

Plan administrator