How big is Davis II Companies, LLC's plan?

Davis II Companies, LLC's plan reported $411K in assets and 14 participants for 2024.

Original filing (PDF)20250424074657NAL0011924384001

Davis II Companies, LLC

Name: Davis II Companies, LLC — Westshore Financial Group, Form 5500 (2024)
Creator: Davis II Companies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westshore Financial Group 401(k) Plan

401(k) retirement plan · Davis II Companies, LLC's Westshore Financial Group 401(k) Plan held $411K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$411K

Net assets (EOY)

$411K

People on this filing

Stewart Davis signed Davis II Companies, LLC's 2024 Form 5500 as plan administrator.

Stewart Davis — 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

Davis II Companies, LLC's EIN is 83-1236996.

EIN 83-1236996

Plan number 001

Plan year 2024

ACK ID 20250424074657NAL0011924384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis II Companies, LLC's 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 II COMPANIES, 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