Original filing (PDF)20251006115348NAL0003595057001

DAVIS ASSET MANAGEMENT LP

Name: DAVIS ASSET MANAGEMENT LP — DAVIS ASSET MANAGEMENT 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: DAVIS ASSET MANAGEMENT LP

Form 5500-SF

FILING_RECEIVED

DAVIS ASSET MANAGEMENT 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVIS ASSET MANAGEMENT LP.

Plan sponsor

Name

DAVIS ASSET MANAGEMENT LP

EIN

88-2747463

Address

3 HARBOR DRIVE · SUITE 301 · SAUSALITO, CA · 94965

Phone

(415) 362-3600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

COPPER RUN CAPITAL

COPPER RUN CAPITAL 401(K) PLAN

$5.3M · 30 participants

ALDEN GLOBAL CAPITAL, LLC

ALDEN GLOBAL CAPITAL, LLC 401(K) PLAN

$5.3M · 7 participants

GENEVA FINANCIAL, LLC

GENEVA FINANCIAL, LLC 401(K) PLAN

$5.3M · 487 participants

BROADSTREET IMPACT SERVICES, LLC

BROADSTREET IMPACT SERVICES, LLC 401(K) PLAN

$5.3M · 32 participants

GROWTHPOINT TECHNOLOGY PARTNERS, LLC

GROWTHPOINT TECHNOLOGY PARTNERS LLC 401(K) PLAN