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  2. Davis Financial Group

Filings through Oct 24, 2026.

Davis Financial Group

EIN 83-3208077-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$694K assets
Health & Benefits
0
Participants
9
21031 VENTURA BLVD., SUITE 550 - WOODLAND HILLS, CA 91364818-932-1222
Plans on this EIN
1 filing
#001401(k)-$694K - 9 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

DAVIS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401(k)

Assets$694K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DAVIS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN401(k)$694K92025
  • DAVIS FINANCIAL GROUP 401(K) PROFIT SHARING PLAN$694K
    #001 · 401(k) · 20259
Retirement plans
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