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  2. Davidson, Davidson, Umbach and Forbus, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Davidson, Davidson, Umbach and Forbus, LLC

EIN 46-5309148-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
17
165 E. MAGNOLIA AVE STE 203 - AUBURN, AL 36830334-501-2985
Plans on this EIN
1 filing
#001401(k)-$1.8M - 17 part

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Retirement#001

DAVIDSON, DAVIDSON, UMBACH AND FORBUS, LLC 401(K) PLAN

401(k)

Assets$1.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVIDSON, DAVIDSON, UMBACH AND FORBUS, LLC 401(K) PLAN401(k)$1.8M172025
Retirement plans
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