Original filing (PDF)20240925144228NAL0027018258001

Davila Advisory LLC

Name: Davila Advisory LLC — Davila Advisory LLC MCF, Form 5500 (2023)
Creator: Davila Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davila Advisory LLC MCF Benefit Plan

Health & welfare plan · Davila Advisory LLC's Davila Advisory LLC MCF Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Brendan Cossette signed Davila Advisory LLC's 2023 Form 5500 as plan administrator.

Brendan Cossette — 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 501

Plan year 2023

ACK ID 20240925144228NAL0027018258001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Davila Advisory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Davila Advisory LLC's plan includes health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score