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  2. C. S. DAVIDSON, INC.
Sponsor portfolio

C. S. DAVIDSON, INC.

EIN 23-1305536-civil engineering-Latest filing 2024
Plans
2
Retirement
2
$27.5M assets
Welfare
0
Participants
243
38 N DUKE STREET - YORK, PA 17401717-846-4805csdavidson.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$18.5M - 123 part#002ESOP-$9.0M - 120 part

Retirement portfolio analytics

2 plans aggregated / $27.5M assets / 243 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PROFIT SHARING PLAN (#001)67%
  • EMPLOYEE STOCK OWNERSHIP (#002)33%
Total $27.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)123
  • EMPLOYEE STOCK OWNERSHIP (#002)120
Total 243Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

C. S. DAVIDSON, INC. PROFIT SHARING PLAN

401k

Assets$18.5M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.0M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001C. S. DAVIDSON, INC. PROFIT SHARING PLAN401k$18.5M1232024
002C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$9.0M1202024
Retirement plans
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