How big is Davis Private Wealth, LLC's plan?

Davis Private Wealth, LLC's plan reported $352K in assets and 3 participants for 2024.

Original filing (PDF)20250219101208NAL0006754944001

Davis Private Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Davis Private Wealth, LLC 401(k) Plan

401(k) retirement plan · Davis Private Wealth, LLC's Davis Private Wealth, LLC 401(k) Plan held $352K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

Plan identifiers

Davis Private Wealth, LLC's EIN is 81-4270853.

EIN 81-4270853

Plan number 001

Plan year 2024

ACK ID 20250219101208NAL0006754944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Private Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIS PRIVATE WEALTH, 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