How big is Davis Practice Management Advisors, Inc.'s plan?

Davis Practice Management Advisors, Inc.'s plan reported $1.1M in assets and 5 participants for 2025.

Original filing (PDF)20260427125015NAL0004845523001

Davis Practice Management Advisors, Inc.

Name: Davis Practice Management Advisors, Inc. — Form 5500 Plan 001 (2025)
Creator: Davis Practice Management Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Practice Management 401(k) Plan

401(k) retirement plan · Davis Practice Management Advisors, Inc.'s Davis Practice Management 401(k) Plan held $1.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Davis Practice Management Advisors, Inc.'s EIN is 26-0006194.

EIN 26-0006194

Plan number 001

Plan year 2025

ACK ID 20260427125015NAL0004845523001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Davis Practice Management Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), 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 DAVIS PRACTICE MANAGEMENT ADVISORS, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

DAVIS PRACTICE MANAGEMENT ADVISORS, INC.

EIN

all filings

Address

167 DWIGHT ROAD, SUITE 210 · LONGMEADOW, MA · 01106

Phone

(413) 736-3042

Industry

Professional & Technical Services

Plan administrator