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DAVIS INVESTMENT PARTNERS LLC

EIN 87-4649739-financial services-Latest filing 2025
Plans
1
Retirement
1
$156K assets
Welfare
0
Participants
3
4521 SHARON ROAD, SUITE 375 - CHARLOTTE, NC 28209704-999-0721davisinvestmentpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001ProfitSharing-$156K - 3 part

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Retirement#001

DAVIS INVESTMENT PARTNERS LLC 401(K) PLAN

ProfitSharing

Assets$156K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVIS INVESTMENT PARTNERS LLC 401(K) PLANProfitSharing$156K32025
Retirement plans
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