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Sponsor portfolio

DAVELLE BY DAVID, LTD.

EIN 54-2018514-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
22
23724 CYPRESS GLEN SQ - ASHBURN, VA 20148703-904-0011
Plans on this EIN
2 filings
#001401k-$3.6M - 16 part#003CashBalance-$712K - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PROFIT SHARING PLAN (#001)84%
  • CASH BALANCE PLAN (#003)16%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)16
  • CASH BALANCE PLAN (#003)6
Total 22Click 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

DAVELLE BY DAVID, LTD. PROFIT SHARING PLAN

401k

Assets$3.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DAVELLE BY DAVID CASH BALANCE PLAN

CashBalance

Assets$712K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVELLE BY DAVID, LTD. PROFIT SHARING PLAN401k$3.6M162025
003DAVELLE BY DAVID CASH BALANCE PLANCashBalance$712K62024
Retirement plans
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