Original filing (PDF)20241009183034NAL0009464755001

DANIEL INVESTMENT ASSOCIATES L

Name: DANIEL INVESTMENT ASSOCIATES L — DANIEL INVESTMENT ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: DANIEL INVESTMENT ASSOCIATES L

Form 5500-SF

FILING_RECEIVED

DANIEL INVESTMENT ASSOCIATES L 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 20.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANIEL INVESTMENT ASSOCIATES L.

Plan sponsor

Name

DANIEL INVESTMENT ASSOCIATES L

EIN

27-5461391

Address

923 SAINT VINCENT AVE STE B · SANTA BARBARA, CA · 931013714

Phone

(805) 845-3092

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-03-22

Filed

2024-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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