Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolioTH
DAVIS ENTERPRISES, INC.
EIN 47-0789119Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$30.4M assets
Welfare
0
Participants
117
1221 N STREET, SUITE 600 - LINCOLN, NE 68508402-470-5201
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.4M assets / 117 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
DAVIS ENTERPRISES, INC. EMPLOYEES' PROFIT SHARING PLAN
401k
Assets$18.3M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVIS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$12.0M
Participants55
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 | DAVIS ENTERPRISES, INC. EMPLOYEES' PROFIT SHARING PLAN | 401k | $18.3M | 62 | 2024 | |
| 002 | DAVIS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $12.0M | 55 | 2024 |
Retirement plans