How big is Davidson FINK LLP's plan?

Davidson FINK LLP's plan reported $14.7M in assets and 49 participants for 2024.

Original filing (PDF)20251007095841NAL0004588273001

Davidson FINK LLP

Name: Davidson FINK LLP — Davidson FINK LLP Retirement, Form 5500 (2024)
Creator: Davidson FINK LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davidson FINK LLP Retirement Savings Plan

401(k) retirement plan · Davidson FINK LLP's Davidson FINK LLP Retirement Savings Plan held $14.7M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

People on this filing

Robert L. Galbraith, Jr. signed Davidson FINK LLP's 2024 Form 5500 as plan administrator.

Robert L. Galbraith, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Davidson FINK LLP's EIN is 16-1116772.

EIN 16-1116772

Plan number 002

Plan year 2024

ACK ID 20251007095841NAL0004588273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Davidson FINK LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Davidson FINK LLP'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 DAVIDSON FINK LLP.

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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 (90th percentile).

Plan sponsor

Name

DAVIDSON FINK LLP

EIN

all filings

Address

400 MERIDIAN CENTRE BLVD · SUITE 200 · ROCHESTER, NY · 14618

Phone

(585) 546-6448

Industry

Law Offices· Professional & Technical Services

Plan administrator