Back to filter
Original filing (PDF)20240605100453NAL0020662865001
DAVINCI VIRTUAL, LLC
Form 5500-SF
FILING_RECEIVED
DAVINCI VIRTUAL 401K PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
47
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
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 DAVINCI VIRTUAL, LLC.
Plan sponsor
Name
DAVINCI VIRTUAL, LLC
EIN
36-4585251
Address
2150 S. 1300 E. SUITE 200 · SALT LAKE CITY, UT · 84106
Phone
(801) 990-9200
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 All Other Professional Services plans
BARRY N EISENMAN DMD LLC
BARRY N EISENMAN DMD LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.1M · 6 participants
THE FLORIDA ASSOCIATION OF COMMUNITY HEALTH CENTERS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF THE FLORIDA ASSOCIATION OF COMMUNITY HEALTH CENTERS, INC.
$1.1M · 16 participants
DYNAMIC GAMING SOLUTIONS
DYNAMIC GAMING SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 78 participants
SHO-TIME TRANSPORTATION SERVIC
SHO-TIME TRANSPORTATION SERVIC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 18 participants
SUNSTAR COMPANY INC
SUNSTAR COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 5 participants
PHI MEDICINE, LLC
PHI MEDICINE 401(K) PLAN
$1.1M · 27 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants