Original filing (PDF)20251008141607NAL0003349571001

DAVIS FRIEDMAN LLP

Name: DAVIS FRIEDMAN LLP — DAVIS / FRIEDMAN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVIS FRIEDMAN LLP

Form 5500-SF

FILING_RECEIVED

DAVIS / FRIEDMAN PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

DAVIS FRIEDMAN LLP

EIN

20-0500501

Address

135 SOUTH LASALLE STREET 36TH FLOOR · CHICAGO, IL · 60603

Phone

(312) 782-2220

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GEARHISER, PETERS, ELLIOTT & CANNON, PLLC

GEARHISER, PETERS, ELLIOTT & CANNON, PLLC 401(K) PROFIT SHARING PLAN

$9.4M · 22 participants

POTOMAC LAW GROUP, PLLC

POTOMAC LAW GROUP

$9.4M · 149 participants

CRENSHAW, DUPREE & MILAM, L.L.P.

CRENSHAW, DUPREE & MILAM, L.L.P. RETIREMENT PLAN

$9.4M · 19 participants

DOBS LEGAL LLP

DEAN OMAR BRANHAM SHIRLEY LLP 401(K) PLAN

$9.4M · 58 participants

BECK & CHRISTIAN, A PROFESSIONAL CORPORATION

BECK & CHRISTIAN, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN