How big is Devonshire Financial Services, LLC's plan?

Devonshire Financial Services, LLC's plan reported $3K in assets for 2024.

Original filing (PDF)20250702165825NAL0020159280001

Devonshire Financial Services, LLC

Name: Devonshire Financial Services, LLC — Devonshire, Form 5500 (2024)
Creator: Devonshire Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Devonshire Financial Services LLC Employee Group Health Plan

Health & welfare plan · Devonshire Financial Services, LLC's Devonshire Financial Services LLC Employee Group Health Plan reported $3K in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Kathryn Wilson signed Devonshire Financial Services, LLC's 2024 Form 5500 as plan administrator.

Kathryn Wilson — 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

Devonshire Financial Services, LLC's EIN is 85-0912384.

EIN 85-0912384

Plan number 501

Plan year 2024

ACK ID 20250702165825NAL0020159280001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Devonshire Financial Services, 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 DEVONSHIRE FINANCIAL SERVICES, LLC.

Finding similar companies…

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