How big is R.L. Davidson, Inc.'s plan?

R.L. Davidson, Inc.'s plan reported $2.0M in assets and 8 participants for 2024.

Original filing (PDF)20250912164042NAL0000880787001

R.L. Davidson, Inc.

Name: R.L. Davidson, Inc. — R.L. Davidson, Inc. 401(k), Form 5500 (2024)
Creator: R.L. Davidson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R.L. Davidson, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · R.L. Davidson, Inc.'s R.L. Davidson, Inc. 401(k) Profit Sharing Plan held $2.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

R.L. Davidson, Inc.'s EIN is 77-0195139.

EIN 77-0195139

Plan number 001

Plan year 2024

ACK ID 20250912164042NAL0000880787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R.L. Davidson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R.L. Davidson, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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