DAVIS & GELSHENEN, LLP EMPLOYEE SAVINGS PLAN

[ EIN: 01-0695125 | Plan No. 001 ]

According to Department of Labor Form 5500 data, DAVIS & GELSHENEN, LLP sponsors DAVIS & GELSHENEN, LLP EMPLOYEE SAVINGS PLAN, categorized as a 401(k) plan. The filing shows 8 participants and total assets of $4,052,878 for the plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

Plan Sponsor: DAVIS & GELSHENEN, LLP

Location: 735 NORTH WATER STREET, SUITE 1440, MILWAUKEE, WI 53202

EIN: 010695125

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $4,052,878