PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MAGGIE N. DAVIS, DMD LLC
Sponsor portfolio

MAGGIE N. DAVIS, DMD LLC

EIN 47-1218887-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
20
3840 TAMPA ROAD - PALM HARBOR, FL 34684727-786-7551
Plans on this EIN
2 filings
#001401k-$1.4M - 18 part#002401k-$268K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PROFIT SHARING PLAN (#001)84%
  • LLC SUPPLEMENTAL 401(K) (#002)16%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)18
  • LLC SUPPLEMENTAL 401(K) (#002)2
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MAGGIE N DAVIS, D. M. D. , LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MAGGIE N. DAVIS, DMD, LLC SUPPLEMENTAL 401(K) PLAN

401k

Assets$268K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MAGGIE N DAVIS, D. M. D. , LLC 401(K) PROFIT SHARING PLAN401k$1.4M182025
002MAGGIE N. DAVIS, DMD, LLC SUPPLEMENTAL 401(K) PLAN401k$268K22025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica