How big is James Davis III's plan?

James Davis III's plan reported $504K in assets and 5 participants for 2024.

Original filing (PDF)20250520115719NAL0001089201001

James Davis III

Name: James Davis III — George M. Spino 401(k) Plan, Form 5500 (2024)
Creator: James Davis III
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George M. Spino 401(k) Plan

401(k) retirement plan · James Davis III's George M. Spino 401(k) Plan held $504K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

People on this filing

Davis James signed James Davis III's 2024 Form 5500 as plan administrator.

Davis James — 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

James Davis III's EIN is 22-2925872.

EIN 22-2925872

Plan number 001

Plan year 2024

ACK ID 20250520115719NAL0001089201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Davis III's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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