How big is Davis & Young, a Legal Professional's plan?

Davis & Young, a Legal Professional's plan reported $4.1M in assets and 6 participants for 2024.

Original filing (PDF)20250714094044NAL0002355026001

Davis & Young, a Legal Professional

Name: Davis & Young, a Legal Professional — Davis & Young, Form 5500 (2024)
Creator: Davis & Young, a Legal Professional
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Young 401(k) Plan and Trust

401(k) retirement plan · Davis & Young, a Legal Professional's Davis & Young 401(k) Plan and Trust held $4.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Melissa KNOP signed Davis & Young, a Legal Professional's 2024 Form 5500 as plan administrator.

Melissa KNOP — 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 & Young, a Legal Professional's EIN is 34-1235523.

EIN 34-1235523

Plan number 002

Plan year 2024

ACK ID 20250714094044NAL0002355026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis & Young, a Legal Professional from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis & Young, a Legal Professional's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 & YOUNG, A LEGAL PROFESSIONAL.

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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

DAVIS & YOUNG, A LEGAL PROFESSIONAL

EIN

all filings

Address

35000 CHARDON RD STE 100 · WILLOUGHBY HILLS, OH · 440949018

Phone

(216) 377-2733

Industry

Law Offices· Professional & Technical Services

Plan administrator