Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TIMOTHY G. DAVIS, INC.C/O JARED FELDMAN
EIN 11-3054017Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
4
3 TIMES SQUARE, 24TH FLOOR - NEW YORK, NY 10036212-863-1257
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TIMOTHY G. DAVIS, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TIMOTHY G. DAVIS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$2.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TIMOTHY G. DAVIS, INC. DEFINED BENEFIT PLAN | TraditionalDB | $4.4M | 2 | 2025 | |
| 001 | TIMOTHY G. DAVIS, INC. PROFIT SHARING PLAN | ProfitSharing | $2.0M | 2 | 2025 |
Retirement plans