Original filing (PDF)20251011154345NAL0008584177001

DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC

Name: DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC — DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC

Form 5500-SF

FILING_RECEIVED

DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$822K

Net assets (EOY)

$822K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC

EIN

82-3602594

Address

7 CLEVERDALE ROAD · QUEENSBURY, NY · 12804

Phone

(518) 656-9068

Industry

Real Estatesee all

Plan administrator