· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAROLD DAVIDSON & ASSOCIATES, INC. — HAROLD DAVIDSON & ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250204080354NAL0008204049001
HAROLD DAVIDSON & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
HAROLD DAVIDSON & ASSOCIATES, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
3
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAROLD DAVIDSON & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
HAROLD DAVIDSON & ASSOCIATES, INC.
EIN
95-2860614
Address
1801 CENTURY PARK EAST - #2150 · LOS ANGELES, CA · 90067
Phone
(310) 553-5551
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
URBAN HABITAT PROGRAM
403(B) THRIFT PLAN FOR EMPLOYEES OF URBAN HABITAT PROGRAM
$2.0M · 10 participants
PARENTS HELPING PARENTS, INC.
PARENTS HELPING PARENTS 401(K) PLAN
$2.0M · 39 participants
COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT,INC
COMMUNITY HEALTH CENTER ASSOCIATION 403(B) PLAN
$2.0M · 18 participants
THE ARC JACKSONVILLE, INC.
THE ARC JACKSONVILLE 403(B) PLAN
$2.0M · 111 participants
FRIENDS OF CHILDREN AND FAMILIES INC
65
Knocking points off
Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
FRIENDS OF CHILDREN AND FAMILIES INC 401K PLAN
$2.0M · 61 participants
THE DANISH HOME
THE DANISH HOME 401(K) RETIREMENT PLAN AND TRUST
$2.0M · 29 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
