How big is Albert T. Davis III's plan?

Albert T. Davis III's plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20250723083312NAL0004984608001

Albert T. Davis III

Name: Albert T. Davis III — Albert T. Davis III Retirement, Form 5500 (2024)
Creator: Albert T. Davis III
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Albert T. Davis III Retirement Plan

401(k) retirement plan · Albert T. Davis III's Albert T. Davis III Retirement Plan held $1.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Albert Davis signed Albert T. Davis III's 2024 Form 5500 as plan administrator.

Albert 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

Albert T. Davis III's EIN is 47-0827131.

EIN 47-0827131

Plan number 001

Plan year 2024

ACK ID 20250723083312NAL0004984608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Albert T. Davis III from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Albert T. Davis III'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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ALBERT T. DAVIS III

EIN

all filings

Address

7200 SW 27TH · LINCOLN, NE · 68523

Phone

(308) 458-2220

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator