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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
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
