How big is Daviswetzel Group, LLC's plan?

Daviswetzel Group, LLC's plan reported $282K in assets and 9 participants for 2024.

Original filing (PDF)20250411154131NAL0038449664001

Daviswetzel Group, LLC

Name: Daviswetzel Group, LLC — Daviswetzel Group, LLC, Form 5500 (2024)
Creator: Daviswetzel Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daviswetzel Group, LLC 401(k) Plan

401(k) retirement plan · Daviswetzel Group, LLC's Daviswetzel Group, LLC 401(k) Plan held $282K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

People on this filing

TARA Evans, for TAG Resources signed Daviswetzel Group, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Daviswetzel Group, LLC's EIN is 81-1075495.

EIN 81-1075495

Plan number 001

Plan year 2024

ACK ID 20250411154131NAL0038449664001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daviswetzel Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVISWETZEL GROUP, LLC.

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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