DAVENPORT & DAVENPORT, P.L.L.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
15
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
72
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVENPORT & DAVENPORT, P.L.L.C..
Plan sponsor
Name
DAVENPORT & DAVENPORT, P.L.L.C.
EIN
86-0804619
Address
2300 NORTH CRAYCROFT ROAD, #3 · TUCSON, AZ · 85712
Phone
(520) 886-2546
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
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.
