How big is The Davis Group's plan?

The Davis Group's plan reported $672K in assets and 5 participants for 2024.

Original filing (PDF)20250718155641NAL0001066179001

The Davis Group

Name: The Davis Group — The Davis Group 401(k) Profit, Form 5500 (2024)
Creator: The Davis Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Davis Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Davis Group's The Davis Group 401(k) Profit Sharing Plan & Trust held $672K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

People on this filing

Sarah Figueroa signed The Davis Group's 2024 Form 5500 as plan administrator.

Sarah Figueroa — 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

The Davis Group's EIN is 74-2336905.

EIN 74-2336905

Plan number 001

Plan year 2024

ACK ID 20250718155641NAL0001066179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Davis Group's 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 THE DAVIS GROUP.

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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