How big is Davidson Kappel LLC's plan?

Davidson Kappel LLC's plan reported $6.0M in assets and 11 participants for 2024.

Original filing (PDF)20250702135902NAL0031727618001

Davidson Kappel LLC

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

Form 5500-SF

FILING_RECEIVED

Davidson Kappel LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Davidson Kappel LLC's Davidson Kappel LLC 401(k) Profit Sharing Plan held $6.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

William Gehris signed Davidson Kappel LLC's 2024 Form 5500 as plan administrator.

William Gehris — 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

Davidson Kappel LLC's EIN is 99-1399261.

EIN 99-1399261

Plan number 001

Plan year 2024

ACK ID 20250702135902NAL0031727618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davidson Kappel LLC'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 DAVIDSON KAPPEL LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DAVIDSON KAPPEL LLC

EIN

all filings

Address

589 8TH AVENUE, 22ND FLOOR · NEW YORK, NY · 10018

Phone

(212) 736-1940

Industry

Law Offices· Professional & Technical Services

Plan administrator