How big is Robert W Davis Insurance Agency Inc.'s plan?

Robert W Davis Insurance Agency Inc.'s plan reported $2.6M in assets and 2 participants for 2025.

Original filing (PDF)20260116172946NAL0024147344001

Robert W Davis Insurance Agency Inc.

Name: Robert W Davis Insurance Agency Inc. — Davis Financi, Form 5500 (2025)
Creator: Robert W Davis Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Financial 401(k) Plan

401(k) retirement plan · Robert W Davis Insurance Agency Inc.'s Davis Financial 401(k) Plan held $2.6M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Stephen Davis signed Robert W Davis Insurance Agency Inc.'s 2025 Form 5500 as plan administrator.

Stephen Davis — 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

Robert W Davis Insurance Agency Inc.'s EIN is 04-2740446.

EIN 04-2740446

Plan number 003

Plan year 2025

ACK ID 20260116172946NAL0024147344001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert W Davis Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert W Davis Insurance Agency Inc.'s plan includes a 401(k) feature, profit-sharing, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT W DAVIS INSURANCE AGENCY INC.

Finding similar companies…

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