How big is Sarah Haven Davis DMD's plan?

Sarah Haven Davis DMD's plan reported $211K in assets and 7 participants for 2025.

Original filing (PDF)20260428171151NAL0015426000001

Sarah Haven Davis DMD

Name: Sarah Haven Davis DMD — Sarah Haven Davis DMD 401(k), Form 5500 (2025)
Creator: Sarah Haven Davis DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarah Haven Davis DMD 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sarah Haven Davis DMD's Sarah Haven Davis DMD 401(k) Profit Sharing Plan & Trust held $211K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

People on this filing

Sarah Davis signed Sarah Haven Davis DMD's 2025 Form 5500 as plan administrator.

Sarah Davis — 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

Sarah Haven Davis DMD's EIN is 20-8663193.

EIN 20-8663193

Plan number 001

Plan year 2025

ACK ID 20260428171151NAL0015426000001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sarah Haven Davis DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sarah Haven Davis DMD'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 SARAH HAVEN DAVIS DMD.

Finding similar companies…

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