Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
CRAIG A. DAVIS, APLC
EIN 72-1358018legal servicesLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
9
110 E. KALISTE SALOOM ROAD, STE 203 - LAFAYETTE, LA 70508337-231-5351craigadavis.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 9 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
CRAIG A. DAVIS, APLC 401(K) PLAN AND TRUST
401k
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CRAIG A. DAVIS, APLC CASH BALANCE PLAN
CashBalance
Assets$902K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CRAIG A. DAVIS, APLC 401(K) PLAN AND TRUST | 401k | $1.5M | 4 | 2024 | |
| 002 | CRAIG A. DAVIS, APLC CASH BALANCE PLAN | CashBalance | $902K | 5 | 2024 |
Retirement plans