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  2. Davis+gilbert LLP
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Davis+gilbert LLP

EIN 13-1504385-law practice-Latest filing 2025
Plans
3
Retirement
2
$191.5M assets
Health & Benefits
1
$3.6M premiums
Participants
483
1675 BROADWAY - NEW YORK, NY 10019212-468-4800dglaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401(k)-$172.0M - 185 part#002401(k)-$19.6M - 109 part#501Fully insured-$3.6M - 196 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $191.5M assets / 294 participants

Assets by plan

Share of aggregate retirement assets

  • SHARING RETIREMENT PLAN (#001)$172.0M
  • 401 (K) PLAN (#002)$19.6M
Total $191.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$172.0M
  • (Not disclosed)$19.6M
Total $191.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)185
  • 401 (K) PLAN (#002)109
Total 294Select a row to open it

Benefits portfolio analytics

1 plan / $3.6M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Prescription drug$3.5M
  • Other$142K
  • Life$133K
  • Long-term disability$121K
  • +2 more
Total $3.6M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN

401(k)

Assets$172.0M
Participants185
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

DAVIS+GILBERT LLP ASSOCIATES'S 401 (K) PLAN

401(k)

Assets$19.6M
Participants109
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DAVIS+GILBERT LLP CAFETERIA PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.6M
Covered lives196
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN401(k)$172.0M1852025
#002DAVIS+GILBERT LLP ASSOCIATES'S 401 (K) PLAN401(k)$19.6M1092025
  • DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN$172.0M
    #001 · 401(k) · 2025185
  • DAVIS+GILBERT LLP ASSOCIATES'S 401 (K) PLAN$19.6M
    #002 · 401(k) · 2025109

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DAVIS+GILBERT LLP CAFETERIA PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.6M1962025
  • DAVIS+GILBERT LLP CAFETERIA PLAN$3.6M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025196
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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