Original filing (PDF)20260116150851NAL0018479921001

DAVIS COLLEGE

Name: DAVIS COLLEGE — DAVIS COLLEGE RETIREMENT PLAN, Form 5500 (2024)
Creator: DAVIS COLLEGE

Form 5500-SF

FILING_RECEIVED

DAVIS COLLEGE RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVIS COLLEGE.

Plan sponsor

Name

DAVIS COLLEGE

EIN

15-6019050

Address

PO BOX 601 · BIBLE SCHOOL PARK, NY · 13737

Phone

(607) 729-1581

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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