How big is Thompson, Davis & Co., Inc.'s plan?

Thompson, Davis & Co., Inc.'s plan reported $4.1M in assets and 10 participants for 2025.

Original filing (PDF)20260522081944NAL0002220163001

Thompson, Davis & Co., Inc.

Name: Thompson, Davis & Co., Inc. — Thompson, Davis & Co., Form 5500 (2025)
Creator: Thompson, Davis & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thompson, Davis & Co., Inc. 401(k) Plan

401(k) retirement plan · Thompson, Davis & Co., Inc.'s Thompson, Davis & Co., Inc. 401(k) Plan held $4.1M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Thompson, Davis & Co., Inc.'s EIN is 13-3848035.

EIN 13-3848035

Plan number 001

Plan year 2025

ACK ID 20260522081944NAL0002220163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thompson, Davis & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thompson, Davis & Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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