Department of Labor filing

DAVALOS DEFENSE LAW FIRM PC

DAVALOS DEFENSE LAW, PC SAFE HARBOR 401(K) · For the plan year ended Dec 31, 2025

Public filing 2025 · received Jul 20, 2026Verified current terms Not available

Plan summary

What matters most

This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

55Fair plan health
medium confidence

See what drives the plan health score

Employer contributions versus peers38/10030% of the full model

Active-participant trend50/10010% of the full model

Net-asset trend50/10010% of the full model

Reported compliance signals100/10010% of the full model

Filing completeness75/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

09 · Employer contribution vs. peers$1,750

Up 0.0% over the filing history shown.

10 · Plan health55/100

Participation up 0.0% · assets up 0.0%

How the score works →

What still needs verification

vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions38th percentileTypical peer $2,475 · based on 85,770 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $102 · based on 77,997 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero

The short version

What employees should know

For the year ended Dec 31, 2025, DAVALOS DEFENSE LAW FIRM PC reported $3,499 in employer contributions across this plan, or $1,750 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating2

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeNot enough history

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions: $3,499
Participant contributions: $15,686
Other contributions: Not reported
Employer share of contributions: 18.2%
Active participants: 2
Total participants: 2
Ending assets: $58,389
Net-asset change: Up 0.0%
Beginning net assets: $31,711
Ending net assets: $58,389
Beginning liabilities: Not reported
Ending liabilities: Not reported
Total income: $26,678
Total expenses: $0
Administrative expenses: Not reported
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant

2025

$1,750

Administrative cost per participant

2025

Not reported

Active participants

2025

Total plan assets

2025

$58,389

Participant loans as a share of assets

2025

Not reported

Detailed filing history
Plan year	Employer money per active participant	Active participants	Plan assets
2025	$1,750	2	58.4K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets: Not reported
Independent accountant’s opinion: Not stated in the filing
Late participant contributions reported: Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported: Not reported
Lease defaults reported: Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported: Not reported
Public plan identifier: 872362066-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: 1
Plan effective date: Jun 1, 2023
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260720152348NAL0009740385001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗