How big is Dr. Rick Davison & Associates LLC's plan?

Dr. Rick Davison & Associates LLC's plan reported $2.2M in assets and 5 participants for 2024.

Original filing (PDF)20250715132242NAL0003362528001

Dr. Rick Davison & Associates LLC

Name: Dr. Rick Davison & Associates LLC — Dr. Rick Davison, Form 5500 (2024)
Creator: Dr. Rick Davison & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Rick Davison & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Dr. Rick Davison & Associates LLC's Dr. Rick Davison & Associates 401(k) Profit Sharing Plan held $2.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

CHAD Carroll signed Dr. Rick Davison & Associates LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Dr. Rick Davison & Associates LLC's EIN is 39-1788727.

EIN 39-1788727

Plan number 001

Plan year 2024

ACK ID 20250715132242NAL0003362528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Rick Davison & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Rick Davison & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. RICK DAVISON & ASSOCIATES 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

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

DR. RICK DAVISON & ASSOCIATES LLC

EIN

all filings

Address

11 WAGON WHEEL DRIVE · APPLETON, WI · 54913

Phone

(920) 731-6116

Industry

Health Care & Social Assistance

Plan administrator