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R. J. BERRY JR., INC. — R.J. BERRY JR., INC. DAVIS BACON PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250502151854NAL0010078706001
R. J. BERRY JR., INC.
Form 5500-SF
FILING_RECEIVED
R.J. BERRY JR., INC. DAVIS BACON PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
R. J. BERRY JR., INC.
.
Find decision makers
Plan sponsor
Name
R. J. BERRY JR., INC.
EIN
94-2880073
Address
P.O. BOX 468 · SELMA, CA · 93662
Phone
(559) 896-1680
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-05-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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