Davison Design and Development's EIN is 23-2577641.
Download the official 2024 Form 5500 (PDF) for Davison Design and Development from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davison Design and Development's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $17K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2045 lnstl | Mutual Funds | — | — | $803K | 21.2% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2035 lnstl | Mutual Funds | — | — | $632K | 16.7% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2030 lnstl | Mutual Funds | — | — | $562K | 14.9% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2050 lnstl | Mutual Funds | — | — | $499K | 13.2% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2040 lnstl | Mutual Funds | — | — | $278K | 7.4% | |
| Core K * Empower Trust Company, LLC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $169K | 4.5% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2025 lnstl | Mutual Funds | — | — | $161K | 4.2% | |
| Empower Trust Company, LLC Fidelity Freedom Index 2020 lnstl | Mutual Funds | — | — | $118K | 3.1% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2060 lnstl | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $40K | 1.1% | |
| America * Participant Loans Loan Fund, participant loans -0- | Participant loans | — | — | $38K | 1.0% | |
| Empower Annuity El Fixed Account - Series Class | Other securities | — | — | $32K | 0.9% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index 2065 lnstl | Mutual Funds | — | — | $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 | Common Stocks | — | — | $18K | 0.5% | |
| Empower Trust Company, LLC Allspring Special Mid Cap Value R6 | Common Stocks | — | — | $15K | 0.4% | |
| Empower Trust Company, LLC T. Rowe Price Diversified Mid Cap | Common Stocks | — | — | $13K | 0.4% | |
| Prem * Empower Trust Company, LLC Fidelity Freedom Index Inc lnstl | Mutual Funds | — | — | $12K | 0.3% | |
| Empower Trust Company, LLC American Funds New World R6 | Mutual Funds | — | — | $11K | 0.3% | |
| Empower Trust Company, LLC MFS Global Real Estate R6 | Mutual Funds | — | — | $6K | 0.2% | |
| Empower Trust Company, LLC MFS Research International R6 | Mutual Funds | — | — | $4K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
