Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ESOP
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C. S. DAVIDSON, INC. PROFIT SHARING PLAN | 401k | $18.5M | 123 | 2024 | |
| 002 | C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.0M | 120 | 2024 |