How big is Davis Graham & Stubbs LLP's plan?

Davis Graham & Stubbs LLP's plan reported $179.8M in assets and 227 participants for 2024.

Original filing (PDF)20251014183447NAL0003579009001

Davis Graham & Stubbs LLP

Name: Davis Graham & Stubbs LLP — Davis Graham & Stubbs, Form 5500 (2024)
Creator: Davis Graham & Stubbs LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Davis Graham & Stubbs LLP Retirement Plan

401(k) retirement plan · Davis Graham & Stubbs LLP's Davis Graham & Stubbs LLP Retirement Plan held $179.8M in plan assets for 227 participants in 2024, with Vanguard as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

227

Accounts w/ balance

384

Plan assets (EOY)

$179.8M

Net assets (EOY)

$179.8M

People on this filing

Rachel James signed Davis Graham & Stubbs LLP's 2024 Form 5500 as plan administrator.

Rachel James — 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 Graham & Stubbs LLP's EIN is 84-0421951.

EIN 84-0421951

Plan number 001

Plan year 2024

ACK ID 20251014183447NAL0003579009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davis Graham & Stubbs LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Graham & Stubbs LLP'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 GRAHAM & STUBBS LLP.

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

DAVIS GRAHAM & STUBBS LLP

EIN

all filings

Address

3400 WALNUT STREET, SUITE 700 · DENVER, CO · 80205

Phone

(303) 892-7564

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$5K	—

Investments

24 direct securities· $176.8M(98% of reported assets)

Mutual Funds

$60.7M

12 holdings

Other securities

$46.1M

8 holdings

Common Collective Trusts

$45.6M

3 holdings

Self-Directed Brokerage

$24.4M

1 holding

					% of plan
Vanguard Institutional Index Fund Inst'l Shares Mutual Fund	Common Collective Trusts	—	—	$30.1M	16.7%
Self-Directed Brokerage * Self-Directed Brokerage Account	Self-Directed Brokerage	—	—	$24.4M	13.6%
JPMorgan Core Plus Bond Fund; Class R6 Mutual Fund	Other securities	—	—	$16.9M	9.4%
American Funds American Balanced Fund; Class R6 Mutual Fund	Mutual Funds	—	—	$12.0M	6.7%
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$11.7M	6.5%
Fidelity Advisor Growth Opportunities Fund; Class Z Mutual Fund	Mutual Funds	—	—	$9.8M	5.5%
American Century Select Fund; Class R6 Mutual Fund	Other securities	—	—	$9.0M	5.0%
Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund	Common Collective Trusts	—	—	$8.7M	4.8%
JPMorgan U.S. Research Enhanced Eq Fd; R6 Mutual Fund	Other securities	—	—	$7.2M	4.0%
Vanguard Small-Cap Index Fund Institutional Shares Mutual Fund	Common Collective Trusts	—	—	$6.8M	3.8%
Vanguard Federal Money Market Fund Money Market Fund	Mutual Funds	—	—	$5.9M	3.3%
American Funds New Perspective Fund; Class R-6 Mutual Fund	Mutual Funds	—	—	$5.9M	3.3%
American Funds International Growth and Income Fund; Class R-6 Mutual Fund	Mutual Funds	—	—	$5.6M	3.1%
JPMorgan Equity Income Fund; Class R6 Mutual Fund	Other securities	—	—	$4.8M	2.7%
The Hartford Equity Income Fund; Class R6 Mutual Fund	Other securities	—	—	$3.1M	1.7%
Janus Venture Fund; Class N Mutual Fund	Mutual Funds	—	—	$2.6M	1.4%
American Century Mid Cap Value Fund; Class R6 Mutual Fund	Other securities	—	—	$2.5M	1.4%
Janus Henderson Enterprise Fund; Class N Mutual Fund	Mutual Funds	—	—	$2.2M	1.2%
Janus Henderson Small Cap Value Fund; Class N Mutual Fund	Mutual Funds	—	—	$2.0M	1.1%
American Century Short Duration Fund; Class R5 Mutual Fund	Other securities	—	—	$1.8M	1.0%
Vanguard International Value Fund Mutual Fund	Mutual Funds	—	—	$1.7M	1.0%
Columbia Balanced Fund; Institutional 3 Class Mutual Fund	Other securities	—	—	$785K	0.4%
Vanguard Long-Term Investment-Grade Fund; Adm Sher Mutual Fund	Mutual Funds	—	—	$635K	0.4%
Vanguard Strategic Small-Cap Equity Fund Mutual Fund	Mutual Funds	—	—	$586K	0.3%