How big is Davis Asset Management LP's plan?

Davis Asset Management LP's plan reported $6.4M in assets and 4 participants for 2025.

Original filing (PDF)20260213085717NAL0001369456001

Davis Asset Management LP

Name: Davis Asset Management LP — Davis Asset Management, Form 5500 (2025)
Creator: Davis Asset Management LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Asset Management 401(k) Plan & Trust

401(k) retirement plan · Davis Asset Management LP's Davis Asset Management 401(k) Plan & Trust held $6.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Davis Asset Management LP's EIN is 88-2747463.

EIN 88-2747463

Plan number 001

Plan year 2025

ACK ID 20260213085717NAL0001369456001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Davis Asset Management LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Davis Asset Management LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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