Original filing (PDF)20241212092106NAL0012468049001

DALY & ASSOCIATES, LLC

Name: DALY & ASSOCIATES, LLC — DALY & ASSOCIATES, LLC DEFINED BENEFIT, Form 5500 (2023)
Creator: DALY & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

DALY & ASSOCIATES, LLC DEFINED BENEFIT

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DALY & ASSOCIATES, LLC.

Plan sponsor

Name

DALY & ASSOCIATES, LLC

EIN

27-3461170all filings

Address

16 SOUTH STREET 2ND FLOOR · MORRISTOWN, NJ · 07960

Phone

(973) 292-9222

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-12-12

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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