How big is Davies Allen, P.C.'s plan?

Davies Allen, P.C.'s plan reported $2.2M in assets and 35 participants for 2025.

Original filing (PDF)20260328102809NAL0008710272001

Davies Allen, P.C.

Name: Davies Allen, P.C. — Davies Allen, P. C. 401(k) Plan, Form 5500 (2025)
Creator: Davies Allen, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davies Allen, P. C. 401(k) Plan

401(k) retirement plan · Davies Allen, P.C.'s Davies Allen, P. C. 401(k) Plan held $2.2M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

BRAD Allen signed Davies Allen, P.C.'s 2025 Form 5500 as plan administrator.

BRAD Allen — 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

Davies Allen, P.C.'s EIN is 45-4203698.

EIN 45-4203698

Plan number 001

Plan year 2025

ACK ID 20260328102809NAL0008710272001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Davies Allen, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Davies Allen, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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