PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ROGER H. DAVIS
Sponsor portfolio

ROGER H. DAVIS

EIN 13-3104532-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
1
Retirement
1
$370K assets
Welfare
0
Participants
2
1650 BROADWAY, SUITE 508 - NEW YORK, NY 10019212-586-3377
Plans on this EIN
1 filing
#002ProfitSharing-$370K - 2 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#002

ROGER H. DAVIS RETIREMENT PLAN

ProfitSharing

Assets$370K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROGER H. DAVIS RETIREMENT PLANProfitSharing$370K22024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica