How big is Daniel GALE Agency, Inc.'s plan?

Daniel GALE Agency, Inc.'s plan reported $4.1M in assets and 70 participants for 2024.

Original filing (PDF)20251001115318NAL0013182961001

Daniel GALE Agency, Inc.

Name: Daniel GALE Agency, Inc. — Daniel GALE 401(k), Form 5500 (2024)
Creator: Daniel GALE Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel GALE 401(k) Retirement Plan

401(k) retirement plan · Daniel GALE Agency, Inc.'s Daniel GALE 401(k) Retirement Plan held $4.1M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Daniel GALE Agency, Inc.'s EIN is 11-3024856.

EIN 11-3024856

Plan number 001

Plan year 2024

ACK ID 20251001115318NAL0013182961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel GALE Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel GALE Agency, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score