How big is Davis Friedman LLP's plan?

Davis Friedman LLP's plan reported $9.4M in assets and 27 participants for 2024.

Original filing (PDF)20251008141607NAL0003349571001

Davis Friedman LLP

Name: Davis Friedman LLP — Davis / Friedman Profit Sharing, Form 5500 (2024)
Creator: Davis Friedman LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis / Friedman Profit Sharing Plan

401(k) retirement plan · Davis Friedman LLP's Davis / Friedman Profit Sharing Plan held $9.4M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan identifiers

Davis Friedman LLP's EIN is 20-0500501.

EIN 20-0500501

Plan number 001

Plan year 2024

ACK ID 20251008141607NAL0003349571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis Friedman LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Friedman LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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