How big is Davis Wealth Advisors' plan?

Davis Wealth Advisors' plan reported $384K in assets and 7 participants for 2025.

Original filing (PDF)20260422132530NAL0001954883001

Davis Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Davis Wealth Advisors 401(k) Plan

401(k) retirement plan · Davis Wealth Advisors' Davis Wealth Advisors 401(k) Plan held $384K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

Plan identifiers

Davis Wealth Advisors' EIN is 81-5187119.

EIN 81-5187119

Plan number 001

Plan year 2025

ACK ID 20260422132530NAL0001954883001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Davis Wealth Advisors' 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 DAVIS WEALTH ADVISORS.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DAVIS WEALTH ADVISORS

EIN

all filings

Address

264 S. RIVER ROAD, SUITE 514 · BEDFORD, NH · 03110

Phone

(603) 836-3477

Industry

Finance & Insurance

Plan administrator