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Original filing (PDF)20251015140447NAL0004768977001
DAVISON DESIGN AND DEVELOPMENT
Form 5500
FILING_RECEIVED
DAVISON DESIGN AND DEVELOPMENT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
240
Accounts w/ balance
119
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 50% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVISON DESIGN AND DEVELOPMENT.
Plan sponsor
Name
DAVISON DESIGN AND DEVELOPMENT
EIN
23-2577641
Address
595 ALPHA DRIVE · RIDC PARK · PITTSBURGH, PA · 15238
Phone
(412) 967-0124
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LOUIS PLUNG & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $17K | — |
Investments
20 direct securities · 3 pooled funds· $3.6M(96% 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.
Uncategorized
$3.5M
20 holdings
Common Collective Trust
$90K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2045 lnstl | — | — | — | $803K | 21.2% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2035 lnstl | — | — | — | $632K | 16.7% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2030 lnstl | — | — | — | $562K | 14.9% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2050 lnstl | — | — | — | $499K | 13.2% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2040 lnstl | — | — | — | $278K | 7.4% | |
| Core K * Empower Trust Company, LLC Fidelity 500 Index Fund | — | — | — | $169K | 4.5% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2025 lnstl | — | — | — | $161K | 4.2% | |
| Empower Trust Company, LLC Fidelity Freedom Index 2020 lnstl | — | — | — | $118K | 3.1% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2060 lnstl | — | — | — | $83K | 2.2% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $63K | 1.7% | |
| Prem * Empower Trust Company, LLC Fidelity Mid Cap Index | — | — | — | $40K | 1.1% | |
| America * Participant Loans Loan Fund, participant loans -0- | — | — | — | $38K | 1.0% | |
| Empower Annuity El Fixed Account - Series Class | — | — | — | $32K | 0.9% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2065 lnstl | — | — | — | $28K | 0.7% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $28K | 0.7% | |
| Empower Trust Company, LLC Blackrock Advantage Small Cap | — | — | — | $18K | 0.5% | |
| Empower Trust Company, LLC Allspring Special Mid Cap Value R6 | — | — | — | $15K | 0.4% | |
| Empower Trust Company, LLC T. Rowe Price Diversified Mid Cap | — | — | — | $13K | 0.4% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index Inc lnstl | — | — | — | $12K | 0.3% | |
| Empower Trust Company, LLC American Funds New World R6 | — | — | — | $11K | 0.3% | |
| Empower Trust Company, LLC MFS Global Real Estate R6 | — | — | — | $6K | 0.2% | |
| Empower Trust Company, LLC MFS Research International R6 | — | — | — | $4K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |