How big is Davies Management, Inc.'s plan?

Davies Management, Inc.'s plan reported $285K in assets and 4 participants for 2025.

Original filing (PDF)20260413113237NAL0020337315001

Davies Management, Inc.

Name: Davies Management, Inc. — Windermere Real Estate, Form 5500 (2025)
Creator: Davies Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Windermere Real Estate Maple Valley Retirement Plan

401(k) retirement plan · Davies Management, Inc.'s Windermere Real Estate Maple Valley Retirement Plan held $285K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

Plan identifiers

Davies Management, Inc.'s EIN is 20-8650269.

EIN 20-8650269

Plan number 001

Plan year 2025

ACK ID 20260413113237NAL0020337315001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Davies Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Davies Management, Inc.'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 DAVIES MANAGEMENT, INC.

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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

Knocking points off