Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
TMDAVIS LLC
EIN 30-0810176Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
19
5155 N. ACADEMY BLVD. - COLORADO SPRINGS, CO 809184050719-287-0177
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 19 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#001
TMDAVIS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TMDAVIS LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$920K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TMDAVIS LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.1M | 15 | 2024 | |
| 002 | TMDAVIS LLC CASH BALANCE PENSION PLAN | CashBalance | $920K | 4 | 2024 |
Retirement plans