How big is Davila Advisory, LLC's plan?

Davila Advisory, LLC's plan reported $23K in assets and 5 participants for 2024.

Original filing (PDF)20251009155235NAL0011303680001

Davila Advisory, LLC

Name: Davila Advisory, LLC — Davila Advisory, LLC 401(k), Form 5500 (2024)
Creator: Davila Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davila Advisory, LLC 401(k) Plan

401(k) retirement plan · Davila Advisory, LLC's Davila Advisory, LLC 401(k) Plan held $23K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Richard Tatum signed Davila Advisory, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Davila Advisory, LLC's EIN is 84-2869134.

EIN 84-2869134

Plan number 001

Plan year 2024

ACK ID 20251009155235NAL0011303680001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davila Advisory, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVILA ADVISORY, 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