How big is Davis & Ceriani, P.C.'s plan?

Davis & Ceriani, P.C.'s plan reported $4.9M in assets and 14 participants for 2024.

Original filing (PDF)20250925171255NAL0019989938001

Davis & Ceriani, P.C.

Name: Davis & Ceriani, P.C. — Davis & Ceriani, P.C., Form 5500 (2024)
Creator: Davis & Ceriani, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis & Ceriani, P.C. Employees' 401(k) Plan and Trust

401(k) retirement plan · Davis & Ceriani, P.C.'s Davis & Ceriani, P.C. Employees' 401(k) Plan and Trust held $4.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Davis & Ceriani, P.C.'s EIN is 84-0754626.

EIN 84-0754626

Plan number 002

Plan year 2024

ACK ID 20250925171255NAL0019989938001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis & Ceriani, P.C.'s plan includes a 401(k) feature, a self-directed brokerage window, profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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