How big is Cavco, Inc.'s plan?

Cavco, Inc.'s plan reported $2.5M in assets and 54 participants for 2025.

Original filing (PDF)20260518135724NAL0000220274001

Cavco, Inc.

Name: Cavco, Inc. — Cavco / AIS 401(k) Plan, Form 5500 (2025)
Creator: Cavco, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cavco / AIS 401(k) Plan

401(k) retirement plan · Cavco, Inc.'s Cavco / AIS 401(k) Plan held $2.5M in plan assets for 54 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jeffrey Stegall signed Cavco, Inc.'s 2025 Form 5500 as plan administrator.

Jeffrey Stegall — 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

Cavco, Inc.'s EIN is 75-3066117.

EIN 75-3066117

Plan number 001

Plan year 2025

ACK ID 20260518135724NAL0000220274001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cavco, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

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

Plan sponsor

Name

CAVCO, INC.

EIN

all filings

Address

400 FRONT STREET · PO BOX 157 · BON AIR, AL · 350320157

Phone

(256) 378-3895

Industry

Wholesale Trade

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

2026-05-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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