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B. DAVIDSON FARMS, LLC. — B. DAVIDSON FARMS, LLC. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250716120652NAL0006795986001
B. DAVIDSON FARMS, LLC.
Form 5500-SF
FILING_RECEIVED
B. DAVIDSON FARMS, LLC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
3
Plan assets (EOY)
$443K
Net assets (EOY)
$443K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
B. DAVIDSON FARMS, LLC.
.
Find decision makers
Plan sponsor
Name
B. DAVIDSON FARMS, LLC.
EIN
20-8579023
Address
PO BOX 489 · ST. PAUL, OR · 97137
Phone
(503) 982-0979
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
B & M FARMS, INC.
B & M FARMS, INC. 401(K) PLAN
$441K · 8 participants
JASON HARRIS FARMS
JASON HARRIS FARMS 401(K) PLAN
$440K · 3 participants
TKR FARMS, INC.
TKR FARMS, INC. 401(K) PROFIT SHARING PLAN
$446K · 1 participants
MACHADO FARMS, L.P.
MACHADO FARMS, L.P. PROFIT SHARING PLAN
$439K · 7 participants
PAT V CONSULTING LLC 401K PLAN
PAT V CONSULTING LLC 401K PLAN
$448K · 1 participants
65
Knocking points off
Only 19% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FRESH APPROACH
403(B) THRIFT PLAN FOR EMPLOYEES OF FRESH APPROACH
$450K · 35 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
