How big is S. David & Co., Inc.'s plan?

S. David & Co., Inc.'s plan reported $1.2M in assets and 45 participants for 2024.

Original filing (PDF)20250624113954NAL0010301296001

S. David & Co., Inc.

Name: S. David & Co., Inc. — S. David & Co. , Inc. 401(k), Form 5500 (2024)
Creator: S. David & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S. David & Co. , Inc. 401(k) Plan

401(k) retirement plan · S. David & Co., Inc.'s S. David & Co. , Inc. 401(k) Plan held $1.2M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Becca Stinchfield signed S. David & Co., Inc.'s 2024 Form 5500 as plan administrator.

Becca Stinchfield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

S. David & Co., Inc.'s EIN is 59-1973891.

EIN 59-1973891

Plan number 001

Plan year 2024

ACK ID 20250624113954NAL0010301296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S. David & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S. David & Co., Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S. DAVID & CO., INC..

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off