Original filing (PDF)20251013150251NAL0000749075001

DAVIES CLAIMS SOLUTIONS, LLC

Name: DAVIES CLAIMS SOLUTIONS, LLC — DAVIES CLAIMS SOLUTIONS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: DAVIES CLAIMS SOLUTIONS, LLC

Form 5500

FILING_RECEIVED

DAVIES CLAIMS SOLUTIONS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

100% in single holding~189 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVIES CLAIMS SOLUTIONS, LLC.

Plan sponsor

Name

DAVIES CLAIMS SOLUTIONS, LLC

EIN

43-1954328

Address

6015 RESOURCE LANE · LAKEWOOD RANCH, FL · 34202

Phone

(413) 523-1130

Industry

Finance & Insurancesee 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

2025-10-13

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$1K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$9K	—

Investments

1 direct security· $543K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Empower Annuity Ins. Co. of America Guaranteed Investment Contract N/A	—	—	—	$543K	100.0%

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