How big is Heninger Garrison Davis, LLC's plan?

Heninger Garrison Davis, LLC's plan reported $7.7M in assets and 49 participants for 2024.

Original filing (PDF)20250723090043NAL0008065618001

Heninger Garrison Davis, LLC

Name: Heninger Garrison Davis, LLC — Heninger Garrison, Form 5500 (2024)
Creator: Heninger Garrison Davis, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heninger Garrison Davis, LLC 401(k) Plan

401(k) retirement plan · Heninger Garrison Davis, LLC's Heninger Garrison Davis, LLC 401(k) Plan held $7.7M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Lee Gresham signed Heninger Garrison Davis, LLC's 2024 Form 5500 as plan administrator.

Lee Gresham — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heninger Garrison Davis, LLC's EIN is 20-4140579.

EIN 20-4140579

Plan number 001

Plan year 2024

ACK ID 20250723090043NAL0008065618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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