OpenERISA

Davis Asset Management LP

Sausalito, CA, 94965

EIN 88-2747463
Plans
2
Total participants
32
Filing years
2024, 2025, 2023, 2022
NAICS
523110
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Davis Asset Management 401(K) Plan & Trust4
2025Form 5500-SF002Davis Asset Management Cash Balance Pension Plan4
2024Form 5500-SF001Davis Asset Management 401(K) Plan & Trust4
2024Form 5500-SF002Davis Asset Management Cash Balance Pension Plan4
2023Form 5500-SF001Davis Asset Management 401(K) Plan & Trust4
2023Form 5500-SF002Davis Asset Management Cash Balance Pension Plan4
2022Form 5500-SF001Davis Asset Management 401(K) Plan & Trust4
2022Form 5500-SF002Davis Asset Management Cash Balance Pension Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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