· 2022–2024 · DOL EFAST2

Arthur Vining Davis Foundation 3 — A.V. Davis, Form 5500 (2025)

Original filing (PDF)20260721150048NAL0008369651001

Arthur Vining Davis Foundation 3

Form 5500-SF

FILING_RECEIVED

A.V. Davis Foundations Retirement Program

403(b) retirement plan · Arthur Vining Davis Foundation 3's A.V. Davis Foundations Retirement Program held $1.8M in plan assets for 5 participants in 2025.

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARTHUR VINING DAVIS FOUNDATION 3.

Plan sponsor

Name

ARTHUR VINING DAVIS FOUNDATION 3

EIN

59-6159693all filings

Address

814 N. HIGHWAY A1A, SUITE 300 · PONTE VEDRA BEACH, FL · 32082

Phone

(904) 359-0670

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-21

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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