How big is Davis and Associates LLC's plan?

Davis and Associates LLC's plan reported $692K in assets and 4 participants for 2024.

Original filing (PDF)20250604040413NAL0018954752001

Davis and Associates LLC

Name: Davis and Associates LLC — Davis and Associates, LLC, Form 5500 (2024)
Creator: Davis and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis and Associates, LLC 401 (K) Plan

401(k) retirement plan · Davis and Associates LLC's Davis and Associates, LLC 401 (K) Plan held $692K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$692K

Net assets (EOY)

$692K

Plan identifiers

Davis and Associates LLC's EIN is 45-3968562.

EIN 45-3968562

Plan number 001

Plan year 2024

ACK ID 20250604040413NAL0018954752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis and Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 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