The Davis Robinson Group INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: The Davis Robinson Group INC.
  • Sponsor EIN: 853607457
  • Sponsor Address: 6651 REESE ROAD, MEMPHIS, TN, 38133
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $1.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202522$1.3M$39,347$80,747
202422$1.3M$39,347$80,747
202322$1.8M$4,446$16,394
202221$2.3M$15,048$30,281

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