# C. S. Davidson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/c-s-davidson-inc-231305536-002

> C. S. Davidson, INC.'s 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C. S. Davidson, INC.

- **Sponsor EIN:** 231305536

- **Sponsor Address:** 38 N DUKE STREET, YORK, PA, 17401

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 69

- **Total Assets:** $9.0M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|69|$9.0M|$646,367|$0|

| 2023|78|$7.9M|$531,367|$0|

| 2022|79|$7.7M|$396,367|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| COUNSEL TRUST COMPANY|Recordkeeper|$5,207|—|$5,207|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COUNSEL TRUST COMPANY](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,207

- **Estimated Expense Ratio:** 0.058% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$5,207|$5,207|—|—|—|

| 2023|$4,229|$4,229|—|—|—|

| 2022|$3,957|$3,957|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/c-s-davidson-inc-231305536-002)

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