How big is Junior Davis and Associates' plan?

Junior Davis and Associates' plan reported $1.1M in assets and 15 participants for 2024.

Original filing (PDF)20250620174110NAL0010188610001

Junior Davis and Associates

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

Form 5500-SF

FILING_RECEIVED

Junior Davis and Associates 401(k) Plan

401(k) retirement plan · Junior Davis and Associates' Junior Davis and Associates 401(k) Plan held $1.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Heather Stewart signed Junior Davis and Associates' 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Junior Davis and Associates' EIN is 63-1107388.

EIN 63-1107388

Plan number 001

Plan year 2024

ACK ID 20250620174110NAL0010188610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Junior Davis and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Junior Davis and Associates' 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 JUNIOR DAVIS AND ASSOCIATES.

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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