Joe Davis Financial Associates, LLC 401(k) Profit Sharing Plan and Trust
401(k) retirement plan · Joe Davis Financial Associates, LLC's Joe Davis Financial Associates, LLC 401(k) Profit Sharing Plan and Trust held $5.4M in plan assets for 6 participants in 2025.
Signals · 1
High average account balance
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
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
84
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOE DAVIS FINANCIAL ASSOCIATES, LLC.
