Original filing (PDF)20251010170856NAL0008050001001

Davey Insurance Marketing, Inc. DBA Davey Administration Group

Name: Davey Insurance Marketing, Inc. DBA Davey Administration Group — Form 5500 Plan 001 (2024)
Creator: Davey Insurance Marketing, Inc. DBA Davey Administration Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pace TPA 401(k) Profit Sharing Plan

401(k) retirement plan · Davey Insurance Marketing, Inc. DBA Davey Administration Group's Pace TPA 401(k) Profit Sharing Plan held $2.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Davey Insurance Marketing, Inc. DBA Davey Administration Group's EIN is 77-0396341.

EIN 77-0396341

Plan number 001

Plan year 2024

ACK ID 20251010170856NAL0008050001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davey Insurance Marketing, Inc. DBA Davey Administration Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davey Insurance Marketing, Inc. DBA Davey Administration Group's plan includes a default investment (QDIA), a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVEY INSURANCE MARKETING, INC. DBA DAVEY ADMINISTRATION GROUP.

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