How big is Davis & Roose's plan?

Davis & Roose's plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20250708144152NAL0004081265001

Davis & Roose

Name: Davis & Roose — Davis & Roose Pension Plan, Form 5500 (2024)
Creator: Davis & Roose
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Roose Pension Plan

Defined-contribution retirement plan · Davis & Roose's Davis & Roose Pension Plan held $1.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

John W Davis signed Davis & Roose's 2024 Form 5500 as plan administrator.

John W 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

Davis & Roose's EIN is 35-1616264.

EIN 35-1616264

Plan number 001

Plan year 2024

ACK ID 20250708144152NAL0004081265001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis & Roose's plan includes ERISA 404(c) participant direction, a default investment (QDIA), money-purchase contributions, a self-directed brokerage window.

Decision-maker contacts

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

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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