How big is Daniel R Neary's plan?

Daniel R Neary's plan reported $539K in assets and 6 participants for 2025.

Original filing (PDF)20260512083049NAL0008289600001

Daniel R Neary

Name: Daniel R Neary — Daniel R Neary 401(k) P/S Plan, Form 5500 (2025)
Creator: Daniel R Neary
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel R Neary 401(k) P/S Plan

401(k) retirement plan · Daniel R Neary's Daniel R Neary 401(k) P/S Plan held $539K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$539K

Net assets (EOY)

$539K

People on this filing

Daniel Neary signed Daniel R Neary's 2025 Form 5500 as plan administrator.

Daniel Neary — 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 Neary's EIN is 20-1530750.

EIN 20-1530750

Plan number 001

Plan year 2025

ACK ID 20260512083049NAL0008289600001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel R Neary from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

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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