How big is Davis Estates LLC's plan?

Davis Estates LLC's plan reported $1.2M in assets and 31 participants for 2024.

Original filing (PDF)20250402153726NAL0014559136001

Davis Estates LLC

Name: Davis Estates LLC — Davis Estates LLC 401(k) Profit, Form 5500 (2024)
Creator: Davis Estates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Estates LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Davis Estates LLC's Davis Estates LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Brandon HOON signed Davis Estates LLC's 2024 Form 5500 as plan administrator.

Brandon HOON — 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

Davis Estates LLC's EIN is 27-4792092.

EIN 27-4792092

Plan number 001

Plan year 2024

ACK ID 20250402153726NAL0014559136001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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