How big is IAN Davis & Associates' plan?

IAN Davis & Associates' plan reported $1.0M in assets and 1 participants for 2025.

Original filing (PDF)20260416095814NAL0021150785001

IAN Davis & Associates

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

Form 5500-SF

FILING_RECEIVED

IAN Davis & Associates 401(k) Plan

401(k) retirement plan · IAN Davis & Associates' IAN Davis & Associates 401(k) Plan held $1.0M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

IAN Davis signed IAN Davis & Associates' 2025 Form 5500 as plan administrator.

IAN 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

IAN Davis & Associates' EIN is 26-2969165.

EIN 26-2969165

Plan number 001

Plan year 2025

ACK ID 20260416095814NAL0021150785001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

IAN Davis & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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 (98th percentile).

Plan sponsor

Name

IAN DAVIS & ASSOCIATES

EIN

all filings

Address

5850 WATERLOO RD · SUITE 200 · COLUMBIA, MD · 21045

Phone

(410) 461-4270

Industry

Finance & Insurance

Plan administrator