Original filing (PDF)20250708131546NAL0004710337001

BORIE DAVIS INC

Name: BORIE DAVIS INC — BORIE DAVIS INC 401(K) SALARY REDUCTION PLAN AND TRUST, Form 5500 (2024)
Creator: BORIE DAVIS INC

Form 5500-SF

FILING_RECEIVED

BORIE DAVIS INC 401(K) SALARY REDUCTION PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BORIE DAVIS INC.

Plan sponsor

Name

BORIE DAVIS INC

EIN

58-1352183

Address

5975 SHILOH RD · SUITE 106 · ALPHARETTA, GA · 300051751

Phone

(770) 242-0650

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-06-30

Filed

2025-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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