Sponsor portfolio
DAVIS FINANCIAL LLC
EIN 36-4677366financial servicesLatest filing 2025
Plans
1
Retirement
1
$442K assets
Welfare
0
Participants
8
4640 SOUTH 3500 WEST, SUITE 2 - WEST HAVEN, UT 84401801-620-0586davisfinancialllc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan 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 plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVIS FINANCIAL 401(K) PLAN | 401k | $442K | 8 | 2025 |
Retirement plans