How big is Davis and Company's plan?

Davis and Company's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250925115313NAL0008486881001

Davis and Company

Name: Davis and Company — Davis and Company 401(k) Plan, Form 5500 (2024)
Creator: Davis and Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis and Company 401(k) Plan

401(k) retirement plan · Davis and Company's Davis and Company 401(k) Plan held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Bobby L Davis signed Davis and Company's 2024 Form 5500 as plan administrator.

Bobby L 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

Davis and Company's EIN is 42-1575695.

EIN 42-1575695

Plan number 001

Plan year 2024

ACK ID 20250925115313NAL0008486881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis and Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis and Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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