How big is Davis Law Firm's plan?

Davis Law Firm's plan reported $224K in assets and 75 participants for 2024.

Original filing (PDF)20250716112208NAL0003121297001

Davis Law Firm

Name: Davis Law Firm — Davis Law 401(k) Plan, Form 5500 (2024)
Creator: Davis Law Firm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Law 401(k) Plan

401(k) retirement plan · Davis Law Firm's Davis Law 401(k) Plan held $224K in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

Plan identifiers

Davis Law Firm's EIN is 20-5474954.

EIN 20-5474954

Plan number 001

Plan year 2024

ACK ID 20250716112208NAL0003121297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Law Firm'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 LAW FIRM.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DAVIS LAW FIRM

EIN

all filings

Address

10500 HERITAGE BLVD. · SUITE 102 · SAN ANTONIO, TX · 78216

Phone

(210) 444-4444

Industry

Law Offices· Professional & Technical Services

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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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