How big is Davis Farms Trust's plan?

Davis Farms Trust's plan reported $825K in assets and 20 participants for 2025.

Original filing (PDF)20260520141104NAL0002466768001

Davis Farms Trust

Name: Davis Farms Trust — Bolton Orchards 401(k) Profit, Form 5500 (2025)
Creator: Davis Farms Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bolton Orchards 401(k) Profit Sharing Plan

401(k) retirement plan · Davis Farms Trust's Bolton Orchards 401(k) Profit Sharing Plan held $825K in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

People on this filing

Brenda Stroup signed Davis Farms Trust's 2025 Form 5500 as plan administrator.

Brenda Stroup — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Davis Farms Trust's EIN is 04-2217004.

EIN 04-2217004

Plan number 001

Plan year 2025

ACK ID 20260520141104NAL0002466768001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Davis Farms Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Davis Farms Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVIS FARMS TRUST.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score