Original filing (PDF)20251028130458NAL0017456098001

DAVIDSON HERITAGE INVESTMENTS, LLC

Name: DAVIDSON HERITAGE INVESTMENTS, LLC — DAVIDSON HERITAGE INVESTMENTS, LLC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: DAVIDSON HERITAGE INVESTMENTS, LLC

Form 5500-SF

FILING_RECEIVED

DAVIDSON HERITAGE INVESTMENTS, LLC GCF BENEFIT PLAN

Health & welfare plan

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 Servicessee all

Plan administrator