Original filing (PDF)20250715132242NAL0003362528001

DR. RICK DAVISON & ASSOCIATES LLC

Name: DR. RICK DAVISON & ASSOCIATES LLC — DR. RICK DAVISON & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR. RICK DAVISON & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

DR. RICK DAVISON & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. RICK DAVISON & ASSOCIATES LLC.

Plan sponsor

Name

DR. RICK DAVISON & ASSOCIATES LLC

EIN

39-1788727

Address

11 WAGON WHEEL DRIVE · APPLETON, WI · 54913

Phone

(920) 731-6116

Industry

Health Care & Social Assistancesee 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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

CHEYENNE VISION CLINIC, PC

CHEYENNE VISION CLINIC, PC 401(K) PLAN

$2.2M · 21 participants

DR. KEITH E. TAYLOR

DR. KEITH TAYLOR RETIREMENT PLAN

$2.2M · 6 participants

SELENA CHAN OD, APC DBA PACIFIC RIMS OPTOMETRY

PACIFIC RIMS OPTOMETRY 401(K) PLAN & TRUST

$2.2M · 9 participants

NANCY CHEN, M.D., INC. DBA KAPOLEI EYE CARE

KAPOLEI EYE CARE 401(K) PROFIT SHARING PLAN

$2.2M · 3 participants

VINCETT CONSULTING GROUP LTD.

VINCETT CONSULTING GROUP LTD. 401(K) PLAN