Original filing (PDF)20250728074015NAL0000710339001

DAVID R. CAMPBELL & ASSOCIATES,

Name: DAVID R. CAMPBELL & ASSOCIATES, — CAMPBELL, DAVID R. & ASSOCIATES, LLC, Form 5500 (2024)
Creator: DAVID R. CAMPBELL & ASSOCIATES,

Form 5500-SF

FILING_RECEIVED

CAMPBELL, DAVID R. & ASSOCIATES, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID R. CAMPBELL & ASSOCIATES,.

Plan sponsor

Name

DAVID R. CAMPBELL & ASSOCIATES,

EIN

20-1872843

Address

2124 MARIETTA AVE UNIT 1 · LANCASTER, PA · 17603

Phone

(717) 291-5900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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