· 2022–2024 · DOL EFAST2

Steve Davis Sales, Inc. — Steve Davis Sales, Inc., Form 5500 (2025)

Original filing (PDF)20260427115553NAL0004824563001

Steve Davis Sales, Inc.

Form 5500-SF

FILING_RECEIVED

Steve Davis Sales, Inc. Employee Savings Plan and Trust

401(k) retirement plan · Steve Davis Sales, Inc.'s Steve Davis Sales, Inc. Employee Savings Plan and Trust held $4.0M in plan assets for 28 participants in 2025.

Active participants

28

Accounts w/ balance

32

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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

64

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVE DAVIS SALES, INC..

Plan sponsor

Name

STEVE DAVIS SALES, INC.

EIN

82-2251686all filings

Address

1414 WHALEN ROAD · PENFIELD, NY · 14526

Phone

(585) 622-1987

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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