How big is Brett Davis PLLC's plan?

Brett Davis PLLC's plan reported $298K in assets and 4 participants for 2024.

Original filing (PDF)20250905141521NAL0017272513001

Brett Davis PLLC

Name: Brett Davis PLLC — Brett Davis PLLC 401(k) Plan, Form 5500 (2024)
Creator: Brett Davis PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brett Davis PLLC 401(k) Plan

401(k) retirement plan · Brett Davis PLLC's Brett Davis PLLC 401(k) Plan held $298K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

People on this filing

Lauren Davis signed Brett Davis PLLC's 2024 Form 5500 as plan administrator.

Lauren Davis — 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

Brett Davis PLLC's EIN is 84-4786708.

EIN 84-4786708

Plan number 001

Plan year 2024

ACK ID 20250905141521NAL0017272513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brett Davis PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brett Davis PLLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BRETT DAVIS PLLC

EIN

all filings

Address

3315 SOUTH HOLMES AVENUE · IDAHO FALLS, ID · 83404

Phone

(208) 522-4491

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator