How big is Davenport Wealth Management, LLC's plan?

Davenport Wealth Management, LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250822102957NAL0005195585001

Davenport Wealth Management, LLC

Name: Davenport Wealth Management, LLC — Davenport Wealth, Form 5500 (2024)
Creator: Davenport Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davenport Wealth Management, LLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Davenport Wealth Management, LLC's Davenport Wealth Management, LLC 401(k) & Profit Sharing Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Anthony Warren signed Davenport Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Davenport Wealth Management, LLC's EIN is 46-3917872.

EIN 46-3917872

Plan number 001

Plan year 2024

ACK ID 20250822102957NAL0005195585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davenport Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davenport Wealth Management, 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 DAVENPORT WEALTH MANAGEMENT, 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