How big is Davis Financial LLC's plan?

Davis Financial LLC's plan reported $442K in assets and 4 participants for 2025.

Original filing (PDF)20260422220656NAL0009064018093

Davis Financial LLC

Name: Davis Financial LLC — Davis Financial 401(k) Plan, Form 5500 (2025)
Creator: Davis Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Financial 401(k) Plan

401(k) retirement plan · Davis Financial LLC's Davis Financial 401(k) Plan held $442K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

Plan identifiers

Davis Financial LLC's EIN is 36-4677366.

EIN 36-4677366

Plan number 001

Plan year 2025

ACK ID 20260422220656NAL0009064018093

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Davis Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Davis Financial 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 FINANCIAL LLC.

Finding similar companies…

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 (94th percentile).

Plan sponsor

Name

DAVIS FINANCIAL LLC

EIN

all filings

Address

4640 SOUTH 3500 WEST · SUITE 2 · WEST HAVEN, UT · 84401

Phone

(801) 620-0586

Industry

Finance & Insurance

Plan administrator