How big is Davis Staley OD LLC's plan?

Davis Staley OD LLC's plan reported $167K in assets and 5 participants for 2024.

Original filing (PDF)20250616130742NAL0002308162001

Davis Staley OD LLC

Name: Davis Staley OD LLC — Davis Staley OD LLC 401(k), Form 5500 (2024)
Creator: Davis Staley OD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Staley OD LLC 401(k) Plan

401(k) retirement plan · Davis Staley OD LLC's Davis Staley OD LLC 401(k) Plan held $167K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

People on this filing

KIM Sparrow signed Davis Staley OD LLC's 2024 Form 5500 as plan administrator.

KIM Sparrow — 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 Staley OD LLC's EIN is 88-2457029.

EIN 88-2457029

Plan number 001

Plan year 2024

ACK ID 20250616130742NAL0002308162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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