Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $31.6M assets / 250 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | C. S. DAVIDSON, INC. PROFIT SHARING PLAN | 401(k) | $22.1M | 128 | 2025 |
| #002 | C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.5M | 122 | 2025 |