How big is Katie Davis Design LLC's plan?

Katie Davis Design LLC's plan reported $198K in assets and 10 participants for 2025.

Original filing (PDF)20260429220047NAL0024968434053

Katie Davis Design LLC

Name: Katie Davis Design LLC — Katie Davis Design 401(k), Form 5500 (2025)
Creator: Katie Davis Design LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katie Davis Design 401(k) Plan

401(k) retirement plan · Katie Davis Design LLC's Katie Davis Design 401(k) Plan held $198K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Elantha Barry signed Katie Davis Design LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Katie Davis Design LLC's EIN is 90-1720816.

EIN 90-1720816

Plan number 001

Plan year 2025

ACK ID 20260429220047NAL0024968434053

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Katie Davis Design LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score