Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JERI DAVIS INTERNATIONAL, LLC
EIN 52-1798491Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
7
1540 GULF BOULEVARD, UNIT 1501 - CLEARWATER, FL 33767901-833-8643
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 7 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
JERI DAVIS INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN TRUST
401k
Assets$3.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JERI DAVIS INTERNATIONAL, LLC CASH BALANCE PLAN
CashBalance
Assets$315K
Participants2
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 | JERI DAVIS INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN TRUST | 401k | $3.1M | 5 | 2025 | |
| 002 | JERI DAVIS INTERNATIONAL, LLC CASH BALANCE PLAN | CashBalance | $315K | 2 | 2025 |
Retirement plans