How big is Davis, Bowen & Friedel, Inc.'s plan?

Davis, Bowen & Friedel, Inc.'s plan reported $12.2M in assets and 101 participants for 2024.

Original filing (PDF)20250506132756NAL0013485744001

Davis, Bowen & Friedel, Inc.

Name: Davis, Bowen & Friedel, Inc. — Davis, Bowen &, Form 5500 (2024)
Creator: Davis, Bowen & Friedel, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis, Bowen & Friedel, Inc. 401(k) Plan

401(k) retirement plan · Davis, Bowen & Friedel, Inc.'s Davis, Bowen & Friedel, Inc. 401(k) Plan held $12.2M in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

102

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

People on this filing

RING Lardner signed Davis, Bowen & Friedel, Inc.'s 2024 Form 5500 as plan administrator.

RING Lardner — 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

Davis, Bowen & Friedel, Inc.'s EIN is 52-1456882.

EIN 52-1456882

Plan number 002

Plan year 2024

ACK ID 20250506132756NAL0013485744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis, Bowen & Friedel, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis, Bowen & Friedel, Inc.'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, BOWEN & FRIEDEL, INC..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score