Andrew Davidson & Co., INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Andrew Davidson & Co., INC.
  • Sponsor EIN: 133674289
  • Sponsor Address: 65 BLEECKER STREET, NEW YORK, NY, 10012
  • Plan Type: DC
  • Total Participants: 46
  • Total Assets: $10.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202446$10.9M$298,614$0
202346$10.1M$0$0
202245$8.5M$269,818$0

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