How big is Davis Listman PL LC's plan?

Davis Listman PL LC's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250519070822NAL0000929395001

Davis Listman PL LC

Name: Davis Listman PL LC — Davis Listman PL LC 401(k) P/S, Form 5500 (2024)
Creator: Davis Listman PL LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Listman PL LC 401(k) P/S Plan

401(k) retirement plan · Davis Listman PL LC's Davis Listman PL LC 401(k) P/S Plan held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

William Listman signed Davis Listman PL LC's 2024 Form 5500 as plan administrator.

William Listman — 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

Davis Listman PL LC's EIN is 20-5461458.

EIN 20-5461458

Plan number 001

Plan year 2024

ACK ID 20250519070822NAL0000929395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Listman PL LC'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 DAVIS LISTMAN PL LC.

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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