Original filing (PDF)20250501154408NAL0007144994001

DAVIS WEALTH & RISK MANAGEMENT, INC.

Name: DAVIS WEALTH & RISK MANAGEMENT, INC. — DAVIS WEALTH & RISK MANAGEMENT 401K PLAN, Form 5500 (2024)
Creator: DAVIS WEALTH & RISK MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

DAVIS WEALTH & RISK MANAGEMENT 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

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 average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVIS WEALTH & RISK MANAGEMENT, INC.

EIN

26-1566301all filings

Address

1314 10TH ST · SUITE 130 · HUNTSVILLE, TX · 77320

Phone

(936) 295-1151

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator