Retirement plan

THE DAVIDSON COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Name: THE DAVIDSON COMPANIES, INC. - THE DAVIDSON COMPANIES, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: THE DAVIDSON COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DAVIDSON COMPANIES, INC. 401(K) PROFIT SHARING PLAN, THE DAVIDSON COMPANIES, INC.

THE DAVIDSON COMPANIES, INC.EIN 41-1917510Plan #002PY 2024

6 PINE TREE DRIVE, STE 300 - ARDEN HILLS, MN 55112651-481-6290davidsoncos.comLinkedIn1-10 employeesreal estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$413K

+62.0% from 2023

Total participants

0.0% from 2023

Average account balance

$137,578

+62.0% from 2023

Annual return

8.73%

-2.13 pp from 2023

Benchmarks

See 20,063 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,063 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$413K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$138K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,578

$211,288-34.9%

$178,540-22.9%

$145,884-5.7%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

8.73%

30.27%-21.5pp

27.15%-18.4pp

551.85%-543.1pp

Employer contribution / active EE

$23,044

$4,574+403.8%

$3,953+483.0%

$4,662+394.3%

Participant deferral / active EE

$22,218

$6,967+218.9%

$6,281+253.8%

$6,690+232.1%

Admin fee / account holder

$12,105-100.0%

$10,424-100.0%

$13,392-100.0%

THE DAVIDSON COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE DAVIDSON COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion