How big is Daniel James Garcia's plan?

Daniel James Garcia's plan reported $205K in assets and 9 participants for 2024.

Original filing (PDF)20250602125042NAL0027701090001

Daniel James Garcia

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

Form 5500-SF

FILING_RECEIVED

Daniel James Garcia 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Daniel James Garcia's Daniel James Garcia 401(k) Profit Sharing Plan & Trust held $205K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

Daniel James Garcia signed Daniel James Garcia's 2024 Form 5500 as plan administrator.

Daniel James Garcia — 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 James Garcia's EIN is 26-0324502.

EIN 26-0324502

Plan number 001

Plan year 2024

ACK ID 20250602125042NAL0027701090001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel James Garcia'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 JAMES GARCIA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DANIEL JAMES GARCIA

EIN

all filings

Address

6490 MEMPHIS ARLINGTON RD · BARTLETT, TN · 381357439

Phone

(901) 381-4707

Industry

Finance & Insurance

Plan administrator