Deena Trebilcock signed C. S. Davidson, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C. S. Davidson, Inc.'s EIN is 23-1305536.
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)C. S. Davidson, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 30-0447847 | — | NONE | $0 | — |
| INVESCO ADVISERS, INC. | 76-0528004 | — | NONE | $0 | — |
| NORTHERN TRUST ASSET MANAGEMENT | — | CHICAGO, IL | NONE |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
| — |
| KOPERNIK GLOBAL INVESTORS, LLC | — | TAMPA, FL | NONE | $0 | — |
| J.P. MORGAN INVESTMENT MANAGEMENT, | 13-2624428 | — | NONE | $0 | — |
| GATEWAY INVESTMENT ADVISERS, LLC | — | BOSTON, MA | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COUNSEL TRUST COMPANY | 26-0010549 | — | NONE | $5K | — |
| MAIRS & POWER INC | — | MILWAUKEE, WI | NONE | $0 | — |
| NORTHERN TRUST INVESTMENTS INC | 39-1777365 | — | NONE | $0 | — |
| HARDING LOEVNER LP | 27-0684167 | — | NONE | $0 | — |
| DOUBLELINE CAPITAL LP | — | LOS ANGELES, CA | NONE | $0 | — |
| SEI INVESTMENTS MANAGEMENT CORP | 23-1707341 | — | NONE | $0 | — |
