Original filing (PDF)20250530144620NAL0008186433001

DANIEL R NEARY

Name: DANIEL R NEARY — DANIEL R NEARY 401(K) P/S PLAN, Form 5500 (2024)
Creator: DANIEL R NEARY

Form 5500-SF

FILING_RECEIVED

DANIEL R NEARY 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$390K

Net assets (EOY)

$390K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DANIEL R NEARY

EIN

20-1530750all filings

Address

1349 W LANE AVE · SUITE 1200 · UPPER ARLINGTON, OH · 43221

Phone

(614) 857-4272

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JOHN EDWARD LOCOCO

JOHN E. LOCOCO 401(K) PROFIT SHARING PLAN

$390K · 2 participants

ACCORDANT ADVISORY GROUP, INC.

ACCORDANT ADVISORY GROUP 401(K) PLAN

$390K · 3 participants

IKIGAI OPERATIONS LLC DBA CONTINUUM FINANCIAL, LLC

CONTINUUM FINANCIAL GROUP 401(K) RETIREMENT PLAN

$390K · 14 participants

KEARNEY CAPITAL, LLC

KEARNEY CAPITAL, LLC 401(K) PLAN

$391K · 1 participants

STEWARDSHIP MANAGEMENT, LLC

STEWARDSHIP MANAGEMENT, LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.