Penn Davis McFarland, Inc.

EIN 75-1544973investment managementLatest filing 2025

Plans

Retirement

$6.9M assets

Welfare

Participants

2626 COLE AVENUE, LB 24 - DALLAS, TX 75204214-871-2772pdavis.orgLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401(k)-$6.9M - 11 part

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Retirement#001

PENN DAVIS MCFARLAND, INC. SALARY REDUCTION RETIREMENT PLAN

401(k)

Assets$6.9M

Participants11

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	PENN DAVIS MCFARLAND, INC. SALARY REDUCTION RETIREMENT PLAN	401(k)	$6.9M	11	2025

Retirement plans

Filings through Oct 24, 2026.

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