Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$13.2M
Filings through .
Top hat
Davis Enterprises, Inc.
EIN 47-0789119Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$33.2M assets
Health & Benefits
0
Participants
131
1221 N STREET, SUITE 600 - LINCOLN, NE 68508402-476-9700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.2M assets / 131 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
DAVIS ENTERPRISES, INC. EMPLOYEES' PROFIT SHARING PLAN
401(k)
Assets$20.0M
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DAVIS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$13.2M
Participants65
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 | DAVIS ENTERPRISES, INC. EMPLOYEES' PROFIT SHARING PLAN | 401(k) | $20.0M | 66 | 2025 |
| #002 | DAVIS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $13.2M | 65 | 2025 |
- #001 · 401(k) · 202566
- #002 · ESOP · 202565
Retirement plans