Assets by plan
Share of aggregate retirement assets
Filings through .
Weston Davis DVM Dacvs PA
EIN 81-2762842Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$198K assets
Health & Benefits
0
Participants
15
13125 SOUTHFIELDS RD - WELLINGTON, FL 33414561-223-4848
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $198K assets / 15 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WESTON DAVIS DVM DACVS PA DEFINED BENEFIT PLAN
Traditional DB
Assets$123K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WESTON DAVIS DVM DACVS PA 401(K) PLAN
401(k)
Assets$75K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WESTON DAVIS DVM DACVS PA DEFINED BENEFIT PLAN | Traditional DB | $123K | 7 | 2025 |
| #001 | WESTON DAVIS DVM DACVS PA 401(K) PLAN | 401(k) | $75K | 8 | 2025 |
- #002 · Traditional DB · 20257
- #001 · 401(k) · 20258
Retirement plans