· 2022–2024 · DOL EFAST2

R.L. Travis Financial Group, LLC — R. L. Travis, Form 5500 (2025)

Original filing (PDF)20260625112633NAL0007162899001

R.L. Travis Financial Group, LLC

Form 5500-SF

FILING_RECEIVED

R. L. Travis Financial Group, LLC Profit Sharing Plan

401(k) retirement plan · R.L. Travis Financial Group, LLC's R. L. Travis Financial Group, LLC Profit Sharing Plan held $270K in plan assets for 4 participants in 2025.

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.L. TRAVIS FINANCIAL GROUP, LLC.

Plan sponsor

Name

R.L. TRAVIS FINANCIAL GROUP, LLC

EIN

46-2191799all filings

Address

115 N. DIXIE DRIVE, SUITE 120 · LAKE JACKSON, TX · 77566

Phone

(979) 297-3700

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-25

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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