Plan5500

Davidson College Retirement Plan — Form 5500 plan (Davidson College)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Davidson College Retirement Plan is a benefit plan reported by Davidson College under EIN 56-0529961 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,191 participants and $191,191,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davidson College
EIN
56-0529961
Plan number
001
Plan type
2
Location
Davidson, NC
Latest filing year
2023
Participants
1,191
End-of-year plan assets
$191,191,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,191H, C20241009092851NAL0036599282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$191,191,082
Total liabilities (EOY)
$0
Net assets (EOY)
$191,191,082
Net assets (BOY)
$170,774,633

Income & contributions

Employer contributions
$5,918,749
Total contributions
$5,962,504
Total income / additions
$30,793,047

Expenses & distributions

Benefits paid
$10,267,337
Administrative expenses
$109,261
Total expenses
$10,376,598
Net increase / (decrease)
$20,416,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$52,940$02023
Capfinancial Partners LLCINVESTMENT ADVISOR$41,250not reported in the loaded dataset2023
Fidelity InvestmentsRECORDKEEPER$15,146not reported in the loaded dataset2023

Related Form 5500 pages