Sponsor portfolio
ROBERT W DAVIS INSURANCE AGENCY INC
EIN 04-2740446Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
2
22 OLD NORTH TRL - MANSFIELD, MA 020483073508-337-9400
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DAVIS FINANCIAL 401K PLAN | 401k | $2.6M | 2 | 2025 |
Retirement plans