How big is Davis Research, LLC's plan?

Davis Research, LLC's plan reported $4.6M in assets and 28 participants for 2025.

Original filing (PDF)20260430164614NAL0000157729001

Davis Research, LLC

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

Form 5500-SF

FILING_RECEIVED

Davis Research, LLC 401(k) Plan

401(k) retirement plan · Davis Research, LLC's Davis Research, LLC 401(k) Plan held $4.6M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

William A. Davis III signed Davis Research, LLC's 2025 Form 5500 as plan administrator.

William A. Davis III — 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

Davis Research, LLC's EIN is 95-4728594.

EIN 95-4728594

Plan number 001

Plan year 2025

ACK ID 20260430164614NAL0000157729001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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