How big is The Davidson Group's plan?

The Davidson Group's plan reported $5.7M in assets and 74 participants for 2025.

Original filing (PDF)20260422153541NAL0008280434001

The Davidson Group

Name: The Davidson Group — The Davidson Group 401(k) Plan, Form 5500 (2025)
Creator: The Davidson Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Davidson Group 401(k) Plan

401(k) retirement plan · The Davidson Group's The Davidson Group 401(k) Plan held $5.7M in plan assets for 74 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Karin Dixson signed The Davidson Group's 2025 Form 5500 as plan administrator.

Karin Dixson — 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

The Davidson Group's EIN is 88-0404735.

EIN 88-0404735

Plan number 001

Plan year 2025

ACK ID 20260422153541NAL0008280434001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Davidson Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Davidson Group'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 THE DAVIDSON GROUP.

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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

Helping the score