Original filing (PDF)20250612103448NAL0027079488002

PAUL DAVIS RESTORATION

Name: PAUL DAVIS RESTORATION — PAUL DAVIS RESTORATION OF SE W 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PAUL DAVIS RESTORATION

Form 5500-SF

FILING_RECEIVED

PAUL DAVIS RESTORATION OF SE W 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

131

Accounts w/ balance

103

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAUL DAVIS RESTORATION.

Plan sponsor

Name

PAUL DAVIS RESTORATION

EIN

39-1662830

Address

W226N918 NORTHMOUND DRIVE SUITE 1 · WAUKESHA, WI · 53186

Phone

(414) 383-3131

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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