How big is Clark Davis Associates' plan?

Clark Davis Associates' plan reported $5.3M in assets and 19 participants for 2025.

Original filing (PDF)20260424113257NAL0009398224001

Clark Davis Associates

Name: Clark Davis Associates — Clark Davis Savings Plan, Form 5500 (2025)
Creator: Clark Davis Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clark Davis Savings Plan

401(k) retirement plan · Clark Davis Associates' Clark Davis Savings Plan held $5.3M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Frank Luzzi signed Clark Davis Associates' 2025 Form 5500 as plan administrator.

Frank Luzzi — 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

Clark Davis Associates' EIN is 22-2825827.

EIN 22-2825827

Plan number 001

Plan year 2025

ACK ID 20260424113257NAL0009398224001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Clark Davis Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARK DAVIS ASSOCIATES.

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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