How big is Davis Development, Inc.'s plan?

Davis Development, Inc.'s plan reported $19.5M in assets and 435 participants for 2024.

Original filing (PDF)20250904101518NAL0033476994001

Davis Development, Inc.

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

Form 5500

FILING_RECEIVED

Davis Development, Inc. 401(k) Plan

401(k) retirement plan · Davis Development, Inc.'s Davis Development, Inc. 401(k) Plan held $19.5M in plan assets for 435 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

435

Accounts w/ balance

732

Plan assets (EOY)

$19.5M

Net assets (EOY)

$19.5M

People on this filing

Julie Fofana signed Davis Development, Inc.'s 2024 Form 5500 as plan administrator.

Julie Fofana — 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 Development, Inc.'s EIN is 62-1623857.

EIN 62-1623857

Plan number 001

Plan year 2024

ACK ID 20250904101518NAL0033476994001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Development, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (12th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DAVIS DEVELOPMENT, INC.

EIN

all filings

Address

403 CORPORATE CENTER DRIVE · SUIE 201 · STOCKBRIDGE, GA · 30281

Phone

(770) 474-4335

Industry

Real Estate

Plan administrator

Name

AMERICANTCS FIDUCIARY SERVICES, LLC

EIN

93-2789379

City

PITTSBURGH, PA

Phone

(877) 514-5600

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MADISON AVENUE SECURITIES LLC	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$38K	—

Investments

30 direct securities · 1 pooled fund· $34.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Accounts

$17.6M

28 holdings

Pooled Separate Account

$16.7M

1 holding

Bonds / Notes

$332K

1 holding

Stable Value

$199K

1 holding

					% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$16.7M	85.5%
Index Select Moderate 2035 I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3.2M	16.3%
Index Select Moderate 2055 I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3.1M	15.7%
Index Select Moderate Retirement I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2.6M	13.5%
Index Select Moderate 2045 I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.8M	9.4%
MassMutual Blue Chip Growth I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.6M	8.1%
Vanguard 500 Index ADM Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.0M	5.1%
Schwab SDBA Pooled Separate Accounts	Pooled Separate Accounts	—	—	$928K	4.8%
MassMutual Mid Cap Growth I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$568K	2.9%
Index Select Conservative 2035 I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$380K	2.0%
Davis Development, Inc. Various maturities with interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$332K	1.7%
Index Select Aggressive 2055 I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$317K	1.6%
Vanguard Total Bond Market IND ADM Pooled Separate Accounts	Pooled Separate Accounts	—	—	$275K	1.4%
American Funds American Balanced R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$253K	1.3%
Index Select Aggressive 2045 I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$223K	1.1%
Mass Mutual Fixed Account Stable Value Fund	Stable Value	—	—	$199K	1.0%
Vanguard Total Intl Stock ADM Pooled Separate Accounts	Pooled Separate Accounts	—	—	$195K	1.0%
Vanguard Small-Cap Index ADM Pooled Separate Accounts	Pooled Separate Accounts	—	—	$168K	0.9%
Vanguard Mid-Cap Index ADM Pooled Separate Accounts	Pooled Separate Accounts	—	—	$167K	0.9%
DFA Real Estate Securities I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$160K	0.8%
Allspring Special Mid Cap Value R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$155K	0.8%
Fidelity Advisor Total Bond Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$107K	0.6%
MassMutual High Yield I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$88K	0.5%
Index Select Aggressive 2035 I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$85K	0.4%
American Funds New World R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$71K	0.4%
Index Select Aggressive Retire Fund I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$48K	0.2%
MFS Value R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$39K	0.2%
Vanguard Small-Cap Growth Ind ADM Pooled Separate Accounts	Pooled Separate Accounts	—	—	$32K	0.2%
Index Select Conservative 2055 I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$29K	0.1%
Franklin Small Cap Value R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$10K	<0.1%
Blackrock Inflation Protected Bond K Pooled Separate Accounts	Pooled Separate Accounts	—	—	$4K	<0.1%