Filings through .
Sponsor portfolio
Davis Planning Associates Inc
EIN 52-2138651financial servicesLatest filing 2025
Plans
1
Retirement
1
$737K assets
Welfare
0
Participants
4
7059 BLAIR ROAD, N.W., SUITE 204 - WASHINGTON, DC 20012202-429-9393livingcapital.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVIS PLANNING ASSOCIATES INC | 401(k) | $737K | 4 | 2025 |
Retirement plans