Original filing (PDF)20250923185120NAL0015553058001

Keith M. Davidson & Associates, a Professional Law Corporation

Name: Keith M. Davidson & Associates, a Professional Law Corporation — Form 5500 Plan 002 (2024)
Creator: Keith M. Davidson & Associates, a Professional Law Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keith M. Davidson & Associates 401(k) Plan

401(k) retirement plan · Keith M. Davidson & Associates, a Professional Law Corporation's Keith M. Davidson & Associates 401(k) Plan held $150K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

Plan identifiers

Keith M. Davidson & Associates, a Professional Law Corporation's EIN is 02-0604671.

EIN 02-0604671

Plan number 002

Plan year 2024

ACK ID 20250923185120NAL0015553058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keith M. Davidson & Associates, a Professional Law Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keith M. Davidson & Associates, a Professional Law Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEITH M. DAVIDSON & ASSOCIATES, A PROFESSIONAL LAW CORPORATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KEITH M. DAVIDSON & ASSOCIATES, A PROFESSIONAL LAW CORPORATION

EIN

all filings

Address

2629 TOWNGATE RD., STE 205 · WESTLAKE VILLAGE, CA · 91361

Phone

(323) 658-5444

Industry

Law Offices· Professional & Technical Services

Plan administrator