Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDREW DAVIDSON & CO., INC.
EIN 13-3674289financial servicesLatest filing 2025
Plans
2
Retirement
2
$33.0M assets
Welfare
0
Participants
162
65 BLEECKER STREET FL 5 - NEW YORK, NY 10012212-274-9075ad-co.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.0M assets / 162 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANDREW DAVIDSON & CO., INC. PROFIT SHARING PLAN
403b
Assets$22.1M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANDREW DAVIDSON & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.9M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANDREW DAVIDSON & CO., INC. PROFIT SHARING PLAN | 403b | $22.1M | 89 | 2025 | |
| 002 | ANDREW DAVIDSON & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.9M | 73 | 2024 |
Retirement plans