Back to filter
Original filing (PDF)20250414150241NAL0001873697001
DAVIS UNIVERSITY
Form 5500-SF
FILING_RECEIVED
DAVIS UNIVERSITY 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
13
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVIS UNIVERSITY.
Plan sponsor
Name
DAVIS UNIVERSITY
EIN
34-0894799
Address
200 N. ST. CLAIR STREET, SUITE 100 · TOLEDO, OH · 43604
Phone
(419) 473-2700
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
HAZLETON AREA PUBLIC LIBRARY
HAZLETON AREA PUBLIC LIBRARY PROFIT SHARING PLAN
$1.2M · 23 participants
A MOTHER GOOSE ACADEMY OF LA
A MOTHER GOOSE ACADEMY OF CHATSWORTH DEFINED BENEFIT PENSION PLAN
$1.2M · 8 participants
HANLON GROUP LLC
HANLON GROUP LLC CASH BALANCE PLAN
$1.2M · 3 participants
OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION
OHIO CHILD CARE RESOURCE REFERRAL ASSOCIATION 403(B) PLAN
$1.2M · 22 participants
BREVARD INNOVATIVE CHARTER SCHOOLS INC
BREVARD INNOVATIVE CHARTER SCHOOLS, INC / SCULPTOR CHARTER SCHOOL
$1.2M · 25 participants
ECOFLIGHT
ECOFLIGHT 401K PLAN
$1.2M
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants