Original filing (PDF)20251014085753NAL0005179618003

RODRIGUEZ, DAVIDSON & COMPANY, PA

Name: RODRIGUEZ, DAVIDSON & COMPANY, PA — RODRIGUEZ, DAVIDSON & COMPANY, PA PROFIT SHARING P, Form 5500 (2024)
Creator: RODRIGUEZ, DAVIDSON & COMPANY, PA

Form 5500-SF

FILING_RECEIVED

RODRIGUEZ, DAVIDSON & COMPANY, PA PROFIT SHARING P

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$857K

Net assets (EOY)

$857K

Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RODRIGUEZ, DAVIDSON & COMPANY, PA.

Plan sponsor

Name

RODRIGUEZ, DAVIDSON & COMPANY, PA

EIN

59-2827281all filings

Address

6504 E FOWLER AVENUE · TAMPA, FL · 33617

Phone

(813) 899-2727

Industry