Original filing (PDF)20231011131039NAL0060256818001

DANIEL & JEFFRIES ATTORNEYS AT LAW, LLC

Name: DANIEL & JEFFRIES ATTORNEYS AT LAW, LLC — DANIEL & JEFFRIES SAFE HARBOR 401(K) PLAN, Form 5500 (2022)
Creator: DANIEL & JEFFRIES ATTORNEYS AT LAW, LLC

Form 5500-SF

FILING_RECEIVED

DANIEL & JEFFRIES SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

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 & JEFFRIES ATTORNEYS AT LAW, LLC.

Plan sponsor

Name

DANIEL & JEFFRIES ATTORNEYS AT LAW, LLC

EIN

20-8334104all filings

Address

133 S MAIN STREET · NEW CARLISLE, OH · 45344

Phone

(937) 845-9485

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator