How big is Daniel Brian & Associates' plan?

Daniel Brian & Associates' plan reported $2.1M in assets and 31 participants for 2024.

Original filing (PDF)20250709120303NAL0003322691001

Daniel Brian & Associates

Name: Daniel Brian & Associates — Daniel Brian &, Form 5500 (2024)
Creator: Daniel Brian & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel Brian & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Daniel Brian & Associates' Daniel Brian & Associates 401(k) Profit Sharing Plan held $2.1M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Daniel Brian & Associates' EIN is 38-3169316.

EIN 38-3169316

Plan number 001

Plan year 2024

ACK ID 20250709120303NAL0003322691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel Brian & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Brian & 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 BRIAN & 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