PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Davis Enterprises
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Davis Enterprises

EIN 22-1761257-real estate-Latest filing 2025
Plans
3
Retirement
1
$4.0M assets
Health & Benefits
2
$632K premiums
Participants
214
8000 SAGEMORE DR STE 8201 - MARLTON, NJ 080533900856-985-1200davisaptweb.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filings
#001401(k)-$4.0M - 77 part#502Fully insured-$560K - 52 lives#501Mixed-$72K - 85 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $632K premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$464K
  • Prescription drug$97K
  • Dental$72K
  • Vision$72K
Total $632K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

DAVIS ENTERPRISES 401(K) PLAN

401(k)

Assets$4.0M
Participants77
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

DAVIS ENTERPRISES HEALTH INSURANCE PLAN

Fully insured - HORIZON HEALTHCARE SERVICES INC (HEALTH)

Premiums$560K
Covered lives52
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

DAVIS ENTERPRISES DENTAL PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$72K
Covered lives85
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DAVIS ENTERPRISES 401(K) PLAN401(k)$4.0M772025
  • DAVIS ENTERPRISES 401(K) PLAN$4.0M
    #001 · 401(k) · 202577

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502DAVIS ENTERPRISES HEALTH INSURANCE PLANFully insuredHORIZON HEALTHCARE SERVICES INC (HEALTH)$560K522025
#501DAVIS ENTERPRISES DENTAL PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$72K852025
  • DAVIS ENTERPRISES HEALTH INSURANCE PLAN$560K
    #502 · Fully insured · HORIZON HEALTHCARE SERVICES INC (HEALTH) · 202552
  • DAVIS ENTERPRISES DENTAL PLAN$72K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 202585
Retirement plans
Health & Benefits plans

On this page

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

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica