How big is Ward/Davis Associates, Inc.'s plan?

Ward/Davis Associates, Inc.'s plan reported $6.4M in assets and 18 participants for 2024.

Original filing (PDF)20250620093539NAL0009455618001

Ward/Davis Associates, Inc.

Name: Ward/Davis Associates, Inc. — Ward/Davis Associates, Form 5500 (2024)
Creator: Ward/Davis Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ward/Davis Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Ward/Davis Associates, Inc.'s Ward/Davis Associates, Inc. Profit Sharing Plan held $6.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

William Breyer signed Ward/Davis Associates, Inc.'s 2024 Form 5500 as plan administrator.

William Breyer — 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

Ward/Davis Associates, Inc.'s EIN is 95-3173702.

EIN 95-3173702

Plan number 002

Plan year 2024

ACK ID 20250620093539NAL0009455618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ward/Davis Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ward/Davis Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 WARD/DAVIS ASSOCIATES, INC..

Finding similar companies…

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