Original filing (PDF)20251003140640NAL0002425536001

HERB DAVIDSON AND CO., INC

Name: HERB DAVIDSON AND CO., INC — HERB DAVIDSON AND CO., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HERB DAVIDSON AND CO., INC

Form 5500-SF

FILING_RECEIVED

HERB DAVIDSON AND CO., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERB DAVIDSON AND CO., INC.

Plan sponsor

Name

HERB DAVIDSON AND CO., INC

EIN

58-1460056

Address

1750 LOWER ROSWELL RD · MARIETTA, GA · 30068

Phone

(770) 973-9637

Industry

Manufacturingsee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-03

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 Manufacturing plans

FLOTTMAN COMPANY, INC.

FLOTTMAN COMPANY RETIREMENT PLAN & TRUST

$4.1M · 30 participants

CONSOLIDATED SERVICES CONTAINER & DISPLAY, INC.

CONSOLIDATED SERVICES CONTAINER & DISPLAY, INC. 401(K) PROFIT SHARING PLAN

$4.1M · 5 participants

DATA PAPERS,INC.

DATA PAPERS, INC. RETIREMENT PLAN

$4.1M · 65 participants

G2 GRAPHIC SERVICE, INC.

G2 GRAPHIC SERVICE, INC. 401K PROFIT SHARING PLAN TRUST

$4.1M · 18 participants

IDEAL PRINTING COMPANY

IDEAL PRINTING COMPANY PROFIT SHARING PLAN