Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVIDSON & ASSOCIATES CONSTRUCTION ANALYST, INC.
EIN 52-1715967architecture & planningLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
14
8120 WOODMONT AVENUE, SUITE 450 - BETHESDA, MD 20814301-652-6224LinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 14 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#002
DAVIDSON & ASSOCIATES RETIREMENT PLAN
401k
Assets$4.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DAVIDSON & ASSOCIATES CONSTRUCTION ANALYST, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVIDSON & ASSOCIATES RETIREMENT PLAN | 401k | $4.9M | 7 | 2025 | |
| 003 | DAVIDSON & ASSOCIATES CONSTRUCTION ANALYST, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 7 | 2024 |
Retirement plans