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Original filing (PDF)20251008175746NAL0013993090001
DAVIDSON'S, INC.
Form 5500
FILING_RECEIVED
DAVIDSON'S, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
239
Accounts w/ balance
237
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds Target Date 2035 R4 Registered Investment Company" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVIDSON'S, INC..
Plan sponsor
Name
DAVIDSON'S, INC.
EIN
56-0578427
Address
6100 WILKINSON DRIVE · PRESCOTT, AZ · 863016162
Phone
(928) 776-8055
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
TULL FORSBERG & OLSON, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGKS | 86-1001235 | PHOENIX, AZ | N/A | $7K | — |
Investments
25 direct securities· $18.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2035 R4 Registered Investment Company | — | — | — | $4.8M | 26.3% | |
| American Funds Target Date 2040 R4 Registered Investment Company | — | — | — | $2.3M | 12.6% | |
| American Funds American Balanced R4 Registered Investment Company | — | — | — | $1.8M | 9.8% | |
| American Funds Money Market R4 Registered Investment Company | — | — | — | $1.5M | 8.1% | |
| American Funds Target Date 2055 R4 Registered Investment Company | — | — | — | $1.4M | 7.6% | |
| American Funds Target Date 2050 R4 Registered Investment Company | — | — | — | $1.3M | 7.2% | |
| American Funds Target Date 2025 R4 Registered Investment Company | — | — | — | $1.1M | 6.0% | |
| American Funds Growth Fund of Amer R4 Registered Investment Company | — | — | — | $627K | 3.4% | |
| American Funds Invmt Co of Amer R4 Registered Investment Company | — | — | — | $535K | 2.9% | |
| American Funds Target Date 2045 R4 Registered Investment Company | — | — | — | $504K | 2.8% | |
| American Funds Target Date 2030 R4 Registered Investment Company | — | — | — | $487K | 2.7% | |
| American Funds Target Date 2020 R4 Registered Investment Company | — | — | — | $386K | 2.1% | |
| American Funds Fundamental Invs R4 Registered Investment Company | — | — | — | $338K | 1.9% | |
| and Trust maturing at various times through 2029. -0- | — | — | — | $329K | 1.8% | |
| American Funds Target Date 2060 R4 Registered Investment Company | — | — | — | $179K | 1.0% | |
| American Funds SmallCap World R4 Registered Investment Company | — | — | — | $152K | 0.8% | |
| Party Including Maturity Date, Rate ^ Interest of Interest, Collateral, Par or (*) Maturity Value * American Funds AMCAP R4 Registered Investment Company | — | — | — | $124K | 0.7% | |
| American Funds New Perspective R4 Registered Investment Company | — | — | — | $120K | 0.7% | |
| American Funds EuroPacific Gr R4 Registered Investment Company | — | — | — | $99K | 0.5% | |
| American Funds Inc Fund of Amer R4 Registered Investment Company | — | — | — | $85K | 0.5% | |
| American Funds Target Date 2010 R4 Registered Investment Company 705 * American Funds Target Date 2015 R4 Registered Investment Company | — | — | — | $45K | 0.2% | |
| American Funds Target Date 2065 R4 Registered Investment Company | — | — | — | $44K | 0.2% | |
| American Funds Bond Fund of Amer R4 Registered Investment Company | — | — | — | $21K | 0.1% | |
| American Funds Capital Word G/I R4 Registered Investment Company | — | — | — | $4K | <0.1% | |
| American Funds American Hi Inc Tr R4 Registered Investment Company | — | — | — | $2K | <0.1% |
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