Fundz
Fundz
Benefits Intelligence/Broker Directory

Harrison Davis Inc

Harrison Davis Inc is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans, with $139 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$139
plan year 2025

Employer clients

Plan sponsors naming Harrison Davis Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Springer Peterson Roofing & Metal IncFL1652023-04-30
Trans Phos IncFL1312024-12-31
Lakeland Christian SchoolFL1192024-12-31
2 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.