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Original filing (PDF)20250912085319NAL0000708675001
DAVIDSON CHEVROLET, INC.
Form 5500
FILING_RECEIVED
DAVIDSON GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
92% in single holdingNo recordkeeper disclosed
Active participants
321
Accounts w/ balance
267
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Other" is 92% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVIDSON CHEVROLET, INC..
Plan sponsor
Name
DAVIDSON CHEVROLET, INC.
EIN
16-1230125
Address
5871 ROME TABERG RD. · ROME, NY · 13440
Phone
(315) 337-2440
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANCORP NA | 16-1268674 | — | TRUSTEE | $53K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
3 direct securities · 1 pooled fund· $1.5M(9% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$757K
1 holding
OTHER
$693K
1 holding
Uncategorized
$64K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $757K | 4.5% | |
| Other | OTHER | — | $693K | $693K | 4.1% | |
| Interest-bearing cash (include money market accounts & certificates of deposit) | — | — | $32K | $32K | 0.2% | |
| Value of funds held in insurance company general account (unallocated contracts) | — | — | $32K | $32K | 0.2% |
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