Original filing (PDF)20251028130458NAL0017456098001

Davidson Heritage Investments, LLC

Name: Davidson Heritage Investments, LLC — Davidson, Form 5500 (2024)
Creator: Davidson Heritage Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davidson Heritage Investments, LLC GCF Benefit Plan

Health & welfare plan · Davidson Heritage Investments, LLC's Davidson Heritage Investments, LLC GCF Benefit Plan held $13K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$13K

Net assets (EOY)

$4K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIDSON HERITAGE INVESTMENTS, LLC.

Plan sponsor

Name

DAVIDSON HERITAGE INVESTMENTS, LLC

EIN

47-1499462all filings

Address

1247 VILLAGE RUN NE · ATLANTA, GA · 30319

Phone

(404) 816-6817

Industry

Professional & Technical Services

Plan administrator