P 401(k) Plan Report

Stable plan record

DAVIS PRIVATE WEALTH, LLC 401(K) PLAN

Sponsored by DAVIS PRIVATE WEALTH, LLC · EIN/PN 814270853-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,287
Administrative cost per participant
2025
$0
Active participants
2025
3
Total plan assets
2025
$476,221
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260528145320NAL00057591710013$3,287
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.