Original filing (PDF)20241030142057NAL0000438867001

Trent W. Davis, Inc.

Name: Trent W. Davis, Inc. — Compass Property Services, Form 5500 (2023)
Creator: Trent W. Davis, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Property Services 401(k) Plan

401(k) retirement plan · Trent W. Davis, Inc.'s Compass Property Services 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Trent W. Davis, Inc.'s EIN is 87-0509196.

EIN 87-0509196

Plan number 001

Plan year 2023

ACK ID 20241030142057NAL0000438867001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trent W. Davis, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trent W. Davis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score