How big is Davidson Wealth Management LLC's plan?

Davidson Wealth Management LLC's plan reported $1.7M in assets and 5 participants for 2025.

Original filing (PDF)20260203105646NAL0003948176001

Davidson Wealth Management LLC

Name: Davidson Wealth Management LLC — Davidson Wealth, Form 5500 (2025)
Creator: Davidson Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davidson Wealth Management 401(k) Plan

401(k) retirement plan · Davidson Wealth Management LLC's Davidson Wealth Management 401(k) Plan held $1.7M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Richard Prozzo signed Davidson Wealth Management LLC's 2025 Form 5500 as plan administrator.

Richard Prozzo — 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

Davidson Wealth Management LLC's EIN is 27-1919618.

EIN 27-1919618

Plan number 001

Plan year 2025

ACK ID 20260203105646NAL0003948176001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Davidson Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Davidson Wealth Management LLC'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 DAVIDSON WEALTH MANAGEMENT LLC.

Finding similar companies…

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