How big is Tree Davis' plan?

Tree Davis' plan reported $49K in assets and 6 participants for 2025.

Original filing (PDF)20260415172449NAL0011915443001

Tree Davis

Name: Tree Davis — Tree Davis 403(b) Plan, Form 5500 (2025)
Creator: Tree Davis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tree Davis 403(b) Plan

403(b) retirement plan · Tree Davis' Tree Davis 403(b) Plan held $49K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

Plan identifiers

Tree Davis' EIN is 94-3169363.

EIN 94-3169363

Plan number 001

Plan year 2025

ACK ID 20260415172449NAL0011915443001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Tree Davis' plan includes profit-sharing, 403(b) custodial accounts.

Decision-maker contacts

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

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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 (23rd percentile).

Helping the score

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

Plan sponsor

Name

TREE DAVIS

EIN

all filings

Address

2827 SPAFFORD ST · DAVIS, CA · 95618

Phone

(530) 758-7337

Industry

Admin Support & Waste Mgmt

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

2026-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

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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