Back to filter
Original filing (PDF)20250627220347NAL0005500419001
ALAN C. DAVIS, M.D., P.A.
Form 5500-SF
FILING_RECEIVED
ALAN C. DAVIS, M.D., P.A. 401K PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
10
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAN C. DAVIS, M.D., P.A..
Plan sponsor
Name
ALAN C. DAVIS, M.D., P.A.
EIN
85-0323140
Address
3005 HILLRISE DR · LAS CRUCES, NM · 88011
Phone
(575) 521-1122
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
PRIMERITUS FINANCIAL SERVICES, INC.
PRIMERITUS FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 189 participants
APERIAN GLOBAL, INC.
APERIAN GLOBAL 401(K) PROFIT SHARING PLAN
$8.1M · 30 participants
CCINTEGRATION INC.
CCINTEGRATION, INC. 401(K) PLAN
$8.1M · 82 participants
O & M, INC.
O & M, INC. PROFIT SHARING RETIREMENT PLAN
$8.1M · 32 participants
BEST PRACTICES HOLDING LLC
BEST PRACTICES HOLDING LLC 401(K) PROFIT SHARING PLAN & TRUST
$8.1M · 40 participants
AVASANT, LLC
AVASANT 401(K) PLAN
$8.1M · 74 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants