Retirement plan

DAVIES ALLEN, P. C. 401(K) PLAN

Name: DAVIES ALLEN, P.C. - DAVIES ALLEN, P. C. 401(K) PLAN (2025) Form 5500
Creator: DAVIES ALLEN, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVIES ALLEN, P. C. 401(K) PLAN, DAVIES ALLEN, P.C.

DAVIES ALLEN, P.C.EIN 45-4203698Plan #001PY 2025

322 E GATEWAY DR., SUITE 202 - HEBER CITY, UT 84032801-225-5854daviesallen.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+41.4% from 2024

Total participants

+5.1% from 2024

Average account balance

$60,761

+33.5% from 2024

Annual return

19.64%

+4.27 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.19M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$61K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

102.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$377K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1135

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$41K

$1168 / participant

Other / not subdivided$41K100.0%

% of EOY assets

1.869%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,761

$106,864-43.1%

$147,318-58.8%

$82,637-26.5%

Participation rate

85.7%

75.5%+10.2pp

82.1%+3.6pp

68.1%+17.7pp

Annual return

19.64%

27.49%-7.8pp

70.43%-50.8pp

53.51%-33.9pp

Employer contribution / active EE

$4,403

$3,417+28.9%

$4,593-4.1%

$2,552+72.5%

Participant deferral / active EE

$6,374

$6,496-1.9%

$7,906-19.4%

$4,126+54.5%

Admin fee / account holder

$1,135

$8,415-86.5%

$13,708-91.7%

$7,339-84.5%

DAVIES ALLEN, P. C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DAVIES ALLEN, P. C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion