How big is M. Davis Management Co. Inc.'s plan?

M. Davis Management Co. Inc.'s plan reported $1.5M in assets and 90 participants for 2025.

Original filing (PDF)20260520060902NAL0001632929001

M. Davis Management Co. Inc.

Name: M. Davis Management Co. Inc. — M. Davis Management, Form 5500 (2025)
Creator: M. Davis Management Co. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M. Davis Management Co. Inc. 401(k) Plan

401(k) retirement plan · M. Davis Management Co. Inc.'s M. Davis Management Co. Inc. 401(k) Plan held $1.5M in plan assets for 90 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Vickie McCaslin signed M. Davis Management Co. Inc.'s 2025 Form 5500 as plan administrator.

Vickie McCaslin — 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

M. Davis Management Co. Inc.'s EIN is 37-1380504.

EIN 37-1380504

Plan number 001

Plan year 2025

ACK ID 20260520060902NAL0001632929001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for M. Davis Management Co. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

M. Davis Management Co. Inc.'s plan includes 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 M. DAVIS MANAGEMENT CO. INC..

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Plan health score

Above-average plan

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

Knocking points off