How big is Davis & Reese, PC's plan?

Davis & Reese, PC's plan reported $7.2M in assets and 9 participants for 2024.

Original filing (PDF)20251014162411NAL0001679219005

Davis & Reese, PC

Name: Davis & Reese, PC — Davis & Reese, PC Profit Sharing, Form 5500 (2024)
Creator: Davis & Reese, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Reese, PC Profit Sharing Plan and Trust

401(k) retirement plan · Davis & Reese, PC's Davis & Reese, PC Profit Sharing Plan and Trust held $7.2M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Davis & Reese, PC's EIN is 83-2982237.

EIN 83-2982237

Plan number 001

Plan year 2024

ACK ID 20251014162411NAL0001679219005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis & Reese, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis & Reese, PC'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 & REESE, PC.

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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