How big is C. S. Davidson, Inc.'s plan?

C. S. Davidson, Inc.'s plan reported $18.5M in assets and 90 participants for 2024.

Original filing (PDF)20251008140253NAL0013940146001

C. S. Davidson, Inc.

Name: C. S. Davidson, Inc. — C. S. Davidson, Inc. Profit, Form 5500 (2024)
Creator: C. S. Davidson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C. S. Davidson, Inc. Profit Sharing Plan

401(k) retirement plan · C. S. Davidson, Inc.'s C. S. Davidson, Inc. Profit Sharing Plan held $18.5M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$18.5M

Net assets (EOY)

$18.5M

People on this filing

Deena Trebilcock signed C. S. Davidson, Inc.'s 2024 Form 5500 as plan administrator.

Deena Trebilcock — 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

C. S. Davidson, Inc.'s EIN is 23-1305536.

EIN 23-1305536

Plan number 001

Plan year 2024

ACK ID 20251008140253NAL0013940146001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

C. S. Davidson, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C. S. DAVIDSON, INC..

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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