How big is Davis Investment Partners LLC's plan?

Davis Investment Partners LLC's plan reported $76K in assets and 4 participants for 2024.

Original filing (PDF)20250505092024NAL0007764241001

Davis Investment Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Davis Investment Partners LLC 401(k) Plan

Defined-contribution retirement plan · Davis Investment Partners LLC's Davis Investment Partners LLC 401(k) Plan held $76K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

Plan identifiers

Davis Investment Partners LLC's EIN is 87-4649739.

EIN 87-4649739

Plan number 001

Plan year 2024

ACK ID 20250505092024NAL0007764241001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Investment Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIS INVESTMENT PARTNERS 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

Knocking points off