Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC
EIN 82-3602594real estateLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
7 CLEVERDALE ROAD - QUEENSBURY, NY 12804518-656-9068davies-davies.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 6 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
DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$822K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$514K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC CASH BALANCE PENSION PLAN | CashBalance | $822K | 3 | 2024 | |
| 002 | DAVIES-DAVIES & ASSOCIATES REAL ESTATE, LLC 401(K) PROFIT SHARING PLAN | 401k | $514K | 3 | 2024 |
Retirement plans