Original filing (PDF)20250918090031NAL0001534656001

THE DAVIS FIRM, PLLC

Name: THE DAVIS FIRM, PLLC — THE DAVIS FIRM, PLLC - 401K PLAN, Form 5500 (2024)
Creator: THE DAVIS FIRM, PLLC

Form 5500-SF

FILING_RECEIVED

THE DAVIS FIRM, PLLC - 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE DAVIS FIRM, PLLC

EIN

20-1460915all filings

Address

601 W 26TH STREET · SUITE 1445 · NEW YORK, NY · 10001

Phone

(516) 639-5530

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