How big is Davis Insurance Group LLC's plan?

Davis Insurance Group LLC's plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20250729131005NAL0003906896001

Davis Insurance Group LLC

Name: Davis Insurance Group LLC — Davis Insurance Group, Form 5500 (2024)
Creator: Davis Insurance Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Insurance Group 401(k) Profit Sharing Plan

401(k) retirement plan · Davis Insurance Group LLC's Davis Insurance Group 401(k) Profit Sharing Plan held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Tyler Davis signed Davis Insurance Group LLC's 2024 Form 5500 as plan administrator.

Tyler 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

Davis Insurance Group LLC's EIN is 87-3705457.

EIN 87-3705457

Plan number 001

Plan year 2024

ACK ID 20250729131005NAL0003906896001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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