How big is Allan Davis, Inc.'s plan?

Allan Davis, Inc.'s plan reported $988K in assets and 21 participants for 2025.

Original filing (PDF)20260429104535NAL0006115731001

Allan Davis, Inc.

Name: Allan Davis, Inc. — Allan Davis, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Allan Davis, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allan Davis, Inc. 401(k) Plan

401(k) retirement plan · Allan Davis, Inc.'s Allan Davis, Inc. 401(k) Plan held $988K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$988K

Net assets (EOY)

$988K

People on this filing

Allan Davis signed Allan Davis, Inc.'s 2025 Form 5500 as plan administrator.

Allan 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

Allan Davis, Inc.'s EIN is 26-0476902.

EIN 26-0476902

Plan number 001

Plan year 2025

ACK ID 20260429104535NAL0006115731001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Allan Davis, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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