How big is Daniel Robert, Inc.'s plan?

Daniel Robert, Inc.'s plan reported $625K in assets and 25 participants for 2024.

Original filing (PDF)20250528080813NAL0011788224001

Daniel Robert, Inc.

Name: Daniel Robert, Inc. — The Heitmeyer 401(k) Plan, Form 5500 (2024)
Creator: Daniel Robert, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Heitmeyer 401(k) Plan

401(k) retirement plan · Daniel Robert, Inc.'s The Heitmeyer 401(k) Plan held $625K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$625K

Net assets (EOY)

$625K

People on this filing

Jason Heitmeyer signed Daniel Robert, Inc.'s 2024 Form 5500 as plan administrator.

Jason Heitmeyer — 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 Robert, Inc.'s EIN is 26-3119520.

EIN 26-3119520

Plan number 001

Plan year 2024

ACK ID 20250528080813NAL0011788224001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Robert, Inc.'s plan includes 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 ROBERT, INC..

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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

Knocking points off