How big is Daniel B. Jones CLU, CHFC's plan?

Daniel B. Jones CLU, CHFC's plan reported $2.2M in assets and 10 participants for 2025.

Original filing (PDF)20260415101740NAL0019678257001

Daniel B. Jones CLU, CHFC

Name: Daniel B. Jones CLU, CHFC — Daniel B. Jones CLU, Form 5500 (2025)
Creator: Daniel B. Jones CLU, CHFC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel B. Jones CLU, CHFC 401(k) Plan

401(k) retirement plan · Daniel B. Jones CLU, CHFC's Daniel B. Jones CLU, CHFC 401(k) Plan held $2.2M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Daniel B. Jones CLU, CHFC's EIN is 27-2296384.

EIN 27-2296384

Plan number 001

Plan year 2025

ACK ID 20260415101740NAL0019678257001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel B. Jones CLU, CHFC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Daniel B. Jones CLU, CHFC's plan includes profit-sharing, a 401(k) feature, 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 B. JONES CLU, CHFC.

Finding similar companies…

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 (85th percentile).

Plan sponsor

Name

DANIEL B. JONES CLU, CHFC

EIN

all filings

Address

19 CAMPION ROAD · NEW HARTFORD, NY · 13413

Phone

(315) 731-5400

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator