Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVIS & ASSOCIATES, INC.
EIN 41-0975255Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$39.3M assets
Welfare
0
Participants
114
1305 CORPORATE CENTER DRIVE, SUITE 150 - EAGAN, MN 55121952-833-3510
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39.3M assets / 114 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#004
DAVIS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$30.2M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DAVIS & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$9.2M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | DAVIS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $30.2M | 53 | 2024 | |
| 003 | DAVIS & ASSOCIATES, INC. 401(K) PLAN | 401k | $9.2M | 61 | 2025 |
Retirement plans