How big is Kathleen G & Benjamin E Davidson's plan?

Kathleen G & Benjamin E Davidson's plan reported $470K in assets and 5 participants for 2024.

Original filing (PDF)20250625052313NAL0018253250001

Kathleen G & Benjamin E Davidson

Name: Kathleen G & Benjamin E Davidson — SD Urban Rentals, Form 5500 (2024)
Creator: Kathleen G & Benjamin E Davidson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SD Urban Rentals 401 K Plan

401(k) retirement plan · Kathleen G & Benjamin E Davidson's SD Urban Rentals 401 K Plan held $470K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

James Kresser signed Kathleen G & Benjamin E Davidson's 2024 Form 5500 as plan administrator.

James Kresser — 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

Kathleen G & Benjamin E Davidson's EIN is 33-0982457.

EIN 33-0982457

Plan number 001

Plan year 2024

ACK ID 20250625052313NAL0018253250001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kathleen G & Benjamin E Davidson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kathleen G & Benjamin E Davidson'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 KATHLEEN G & BENJAMIN E DAVIDSON.

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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