Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
DAVIS ASSET MANAGEMENT LP
EIN 88-2747463environmental servicesLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
10
3 HARBOR DRIVE, SUITE 301 - SAUSALITO, CA 94965415-362-3600davistreemgt.comLinkedIn1-10 employeesenvironmental services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 10 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
DAVIS ASSET MANAGEMENT 401(K) PLAN & TRUST
401k
Assets$6.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAVIS ASSET MANAGEMENT CASH BALANCE PENSION PLAN
CashBalance
Assets$2.8M
Participants5
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 | DAVIS ASSET MANAGEMENT 401(K) PLAN & TRUST | 401k | $6.4M | 5 | 2025 | |
| 002 | DAVIS ASSET MANAGEMENT CASH BALANCE PENSION PLAN | CashBalance | $2.8M | 5 | 2025 |
Retirement plans