How big is Daniel T. Austria and Associates' plan?

Daniel T. Austria and Associates' plan reported $4.3M in assets and 4 participants for 2025.

Original filing (PDF)20260416133645NAL0028170576001

Daniel T. Austria and Associates

Name: Daniel T. Austria and Associates — Daniel T. Austria, Form 5500 (2025)
Creator: Daniel T. Austria and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel T. Austria and Associates 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Daniel T. Austria and Associates' Daniel T. Austria and Associates 401(k) Profit Sharing Plan and Trust held $4.3M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Daniel T. Austria and Associates' EIN is 34-1917355.

EIN 34-1917355

Plan number 001

Plan year 2025

ACK ID 20260416133645NAL0028170576001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel T. Austria and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Daniel T. Austria and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, 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 T. AUSTRIA AND ASSOCIATES.

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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