How big is Schwager Davis, Inc.'s plan?

Schwager Davis, Inc.'s plan reported $1.6M in assets and 56 participants for 2025.

Original filing (PDF)20260522133936NAL0007087778001

Schwager Davis, Inc.

Name: Schwager Davis, Inc. — Schwager Davis, Inc. 401(k), Form 5500 (2025)
Creator: Schwager Davis, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schwager Davis, Inc. 401(k) Plan

401(k) retirement plan · Schwager Davis, Inc.'s Schwager Davis, Inc. 401(k) Plan held $1.6M in plan assets for 56 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Schwager Davis, Inc.'s EIN is 77-0097865.

EIN 77-0097865

Plan number 001

Plan year 2025

ACK ID 20260522133936NAL0007087778001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schwager Davis, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schwager Davis, Inc.'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 SCHWAGER DAVIS, INC..

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Plan health score

Above-average plan

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

Knocking points off