Assets by plan
Share of aggregate retirement assets
Filings through .
Tmdavis LLC
EIN 30-0810176Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Health & Benefits
0
Participants
16
5155 N. ACADEMY BLVD. - COLORADO SPRINGS, CO 809184050719-287-0177
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 16 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TMDAVIS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$1.4M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TMDAVIS LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$1.0M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TMDAVIS LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $1.4M | 12 | 2025 |
| #002 | TMDAVIS LLC CASH BALANCE PENSION PLAN | Cash balance | $1.0M | 4 | 2025 |
- #001 · 401(k) · 202512
- #002 · Cash balance · 20254
Retirement plans