How big is Stanley M. Davis & Company Insurance Brokers' plan?

Stanley M. Davis & Company Insurance Brokers' plan reported $3.2M in assets and 8 participants for 2025.

Original filing (PDF)20260430085716NAL0011887297001

Stanley M. Davis & Company Insurance Brokers

Name: Stanley M. Davis & Company Insurance Brokers — Form 5500 Plan 001 (2025)
Creator: Stanley M. Davis & Company Insurance Brokers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stanley M. Davis & Company Insurance Brokers 401(K

401(k) retirement plan · Stanley M. Davis & Company Insurance Brokers' Stanley M. Davis & Company Insurance Brokers 401(K held $3.2M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Stanley M. Davis & Company Insurance Brokers' EIN is 75-3057454.

EIN 75-3057454

Plan number 001

Plan year 2025

ACK ID 20260430085716NAL0011887297001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stanley M. Davis & Company Insurance Brokers from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stanley M. Davis & Company Insurance Brokers' 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 STANLEY M. DAVIS & COMPANY INSURANCE BROKERS.

Finding similar companies…

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