How big is Susan Davis International, Ltd.'s plan?

Susan Davis International, Ltd.'s plan reported $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20251028215040NAL0000030851001

Susan Davis International, Ltd.

Name: Susan Davis International, Ltd. — Susan Davis, Form 5500 (2024)
Creator: Susan Davis International, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susan Davis International, Ltd. 401(k) Plan

401(k) retirement plan · Susan Davis International, Ltd.'s Susan Davis International, Ltd. 401(k) Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

CHAD Carroll signed Susan Davis International, Ltd.'s 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Susan Davis International, Ltd.'s EIN is 52-1875992.

EIN 52-1875992

Plan number 001

Plan year 2024

ACK ID 20251028215040NAL0000030851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Susan Davis International, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Susan Davis International, Ltd.'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 SUSAN DAVIS INTERNATIONAL, LTD..

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SUSAN DAVIS INTERNATIONAL, LTD.

EIN

all filings

Address

1000 F STREET N.W. · SUITE 750 · WASHINGTON, DC · 20004

Phone

(202) 408-0808

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator