Original filing (PDF)20250617095528NAL0002359504001

DAVIES, TUCKER & ASSOCIATES, LLC

Name: DAVIES, TUCKER & ASSOCIATES, LLC — DAVIES, TUCKER & ASSOCIATES, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVIES, TUCKER & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

DAVIES, TUCKER & ASSOCIATES, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$416K

Net assets (EOY)

$416K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIES, TUCKER & ASSOCIATES, LLC.

Plan sponsor

Name

DAVIES, TUCKER & ASSOCIATES, LLC

EIN

63-0503515

Address

434 CARR AVENUE · HOMEWOOD, AL · 35209

Phone

(205) 942-5144

Industry