How big is M. Davis Group, LLC's plan?

M. Davis Group, LLC's plan reported $3.2M in assets and 10 participants for 2024.

Original filing (PDF)20251010114732NAL0012497056001

M. Davis Group, LLC

Name: M. Davis Group, LLC — M. Davis Group, LLC 401(k), Form 5500 (2024)
Creator: M. Davis Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M. Davis Group, LLC 401(k) Retirement Plan

401(k) retirement plan · M. Davis Group, LLC's M. Davis Group, LLC 401(k) Retirement Plan held $3.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Harry Davis signed M. Davis Group, LLC's 2024 Form 5500 as plan administrator.

Harry 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

M. Davis Group, LLC's EIN is 37-1561815.

EIN 37-1561815

Plan number 001

Plan year 2024

ACK ID 20251010114732NAL0012497056001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M. Davis Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M. Davis Group, LLC's plan includes profit-sharing, a default investment (QDIA), a self-directed brokerage window, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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