Original filing (PDF)20250414144244NAL0003242800001

CAROL DAVIS RECORDING, RECORDS & VIDEO, INC.

Name: CAROL DAVIS RECORDING, RECORDS & VIDEO, INC. — CAROL DAVIS REPORTING, RECORDS & VIDEO, INC. 401K PLAN, Form 5500 (2024)
Creator: CAROL DAVIS RECORDING, RECORDS & VIDEO, INC.

Form 5500-SF

FILING_RECEIVED

CAROL DAVIS REPORTING, RECORDS & VIDEO, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROL DAVIS RECORDING, RECORDS & VIDEO, INC..

Plan sponsor

Name

CAROL DAVIS RECORDING, RECORDS & VIDEO, INC.

EIN

76-0368539

Address

7838 HILLMONT ST · HOUSTON, TX · 770406108

Phone

(713) 647-5161

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

CAROL DAVIS RECORDING, RECORDS & VIDEO, INC.

EIN

76-0368539

City

HOUSTON, TX

Phone

(713) 647-5161

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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