How big is Daniel R Perez's plan?

Daniel R Perez's plan reported $12K in assets and 7 participants for 2024.

Original filing (PDF)20250611184910NAL0014177395001

Daniel R Perez

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

Form 5500-SF

FILING_RECEIVED

Perez Daniel R 401(k)

401(k) retirement plan · Daniel R Perez's Perez Daniel R 401(k) held $12K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Shirley Horner signed Daniel R Perez's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Daniel R Perez's EIN is 20-1114792.

EIN 20-1114792

Plan number 001

Plan year 2024

ACK ID 20250611184910NAL0014177395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel R Perez from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel R Perez's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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