How big is R.B. Davies, Inc.'s plan?

R.B. Davies, Inc.'s plan reported $751K in assets and 5 participants for 2025.

Original filing (PDF)20260514164308NAL0007564435001

R.B. Davies, Inc.

Name: R.B. Davies, Inc. — R.B. Davies, Inc. 401(k) Profit, Form 5500 (2025)
Creator: R.B. Davies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R.B. Davies, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · R.B. Davies, Inc.'s R.B. Davies, Inc. 401(k) Profit Sharing Plan held $751K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$751K

Net assets (EOY)

$751K

People on this filing

Wendi Newton signed R.B. Davies, Inc.'s 2025 Form 5500 as plan administrator.

Wendi Newton — 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

R.B. Davies, Inc.'s EIN is 95-3796880.

EIN 95-3796880

Plan number 002

Plan year 2025

ACK ID 20260514164308NAL0007564435001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.B. DAVIES, INC.

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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

Vendor & structure

100

Helping the score