· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
L.D. DAVIS INDUSTRIES, INC. — L.D. DAVIS INDUSTRIES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250424094113NAL0010883552001
L.D. DAVIS INDUSTRIES, INC.
Form 5500-SF
FILING_RECEIVED
L.D. DAVIS INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
22
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
L.D. DAVIS INDUSTRIES, INC.
.
Find decision makers
Plan sponsor
Name
L.D. DAVIS INDUSTRIES, INC.
EIN
56-1314383
Address
801 OLD YORK RD · SUITE 212 · JENKINTOWN, PA · 19046
Phone
(215) 886-6001
Industry
Wholesale Trade
see 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
2025-04-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
TRACORP, INC.
TRACORP PROFIT SHARING PLAN
$5.4M · 12 participants
BAUDVILLE, INC.
BAUDVILLE BRANDS 401(K) PLAN
$5.4M · 75 participants
BRUMIS IMPORTS INC. D/B/A CORE HOME
CORE HOME 401(K) PLAN
$5.4M · 168 participants
PEG PEREGO USA, INC.
PEG PEREGO USA, INC. 401(K) PLAN
$5.5M · 53 participants
FOSTER & WAGER MANUFACTURER'S REPRESENTATIVE, LLC
FOSTER & WAGER MANUFACTURER'S REPRESENTATIVE, LLC EMPLOYEES' PROFIT SHARING PLAN & TRUST
$5.5M · 8 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CRYSTAL INSTRUMENTS CORPORATION
CRYSTAL INSTRUMENTS CORPORATION PENSION PLAN
$5.5M · 17 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B