C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN · YORK, PA · plan year 2024
Reported admin expense ratio · 2024
0.08%
Peer grade: A· admin costs + employer contributions vs same-size plans · how grading works
C. S. Davidson, Inc. reported $5,207 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,368 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,624th of 3,651), and 8,986th of 11,654 in professional & technical services. active participation has shrunk from 79 to 69 since 2022.
Plan summary
Net assets, end of year$7,198,884
Participants with balances118
Active participants69
Employer contributions$646,367
Employee contributions—
Employer contribution per active participant$9,368
Employer contributions to the C. S. Davidson, Inc. plan · 2024
Employer contribution per active participant$9,368
Median for plans this size$1,313
2024$9,368 per active participant
2023$6,812 per active participant
2022$5,017 per active participant
C. S. Davidson, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
What these fees cost you
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Service providers · 202412
COUNSEL TRUST COMPANY · Trustee (directed)$5,207
DIMENSIONAL FUND ADVISORS LP · Investment managementindirect comp
INVESCO ADVISERS, INC. · Investment managementindirect comp
MAIRS & POWER INC · Investment managementindirect comp
Source: U.S. Department of Labor, Form 5500 series, EIN 231305536 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.