How big is Robert C. Davidson's plan?

Robert C. Davidson's plan reported $241K in assets and 2 participants for 2024.

Original filing (PDF)20251001095528NAL0015881920001

Robert C. Davidson

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

Form 5500-SF

FILING_RECEIVED

R.C. Davidson 401(k) Profit Sharing Plan

401(k) retirement plan · Robert C. Davidson's R.C. Davidson 401(k) Profit Sharing Plan held $241K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

Plan identifiers

Robert C. Davidson's EIN is 87-1488558.

EIN 87-1488558

Plan number 001

Plan year 2024

ACK ID 20251001095528NAL0015881920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert C. Davidson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert C. Davidson's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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