Back to filter
Original filing (PDF)20250416165634NAL0008881440001
DAVIS RESEARCH, LLC
Form 5500-SF
FILING_RECEIVED
DAVIS RESEARCH, LLC 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
32
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVIS RESEARCH, LLC.
Plan sponsor
Name
DAVIS RESEARCH, LLC
EIN
95-4728594
Address
26610 AGOURA ROAD · SUITE 240 · CALABASAS, CA · 91302
Phone
(818) 223-4069
Industry
Professional & Technical Servicessee 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
2025-04-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
THE FARNSWORTH GROUP, INC.
THE FARNSWORTH GROUP, INC. 401(K) PROFIT SHARING PLAN
$3.7M · 20 participants
LIFE PROTECT 24/7 INC.
LIFE PROTECT 24/7 401(K) PROFIT SHARING PLAN M-Z
$3.7M · 131 participants
PATPATIA AND ASSOCIATES INC.
PATPATIA AND ASSOCIATES, INC. PROFIT SHARING PLAN
$3.7M · 8 participants
MEDIA MATTERS SF, LLC
MEDIA MATTERS SF, LLC 401(K) PLAN
$3.7M · 44 participants
MARKET DECISIONS CORPORATION
MARKET DECISIONS CORPORATION 401(K) PLAN
$3.6M · 47 participants
SOUTHWEST LOUISIANA VETERINARY CLINIC, AVMC
SOUTHWEST LOUISIANA VETERINARY CLINIC, PLAN
$3.6M · 20 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B