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  1. Companies/
  2. Lisa Davis Insurance Agency in

Filings through Oct 24, 2026.

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Lisa Davis Insurance Agency in

EIN 82-1636154-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$143K assets
Welfare
0
Participants
26
5720 CREEDMOOR RD, STE 100 - RALEIGH, NC 27612919-782-3333
Plans on this EIN
1 filing
#001401(k)-$143K - 26 part

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Retirement#001

LISA DAVIS INSURANCE AGENCY IN 401K PLAN

401(k)

Assets$143K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LISA DAVIS INSURANCE AGENCY IN 401K PLAN401(k)$143K262025
Retirement plans
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