How big is Daniel J. Streeter, PLLC's plan?

Daniel J. Streeter, PLLC's plan reported $304K in assets and 10 participants for 2024.

Original filing (PDF)20250826130958NAL0004471299001

Daniel J. Streeter, PLLC

Name: Daniel J. Streeter, PLLC — Client Centered Financial, Form 5500 (2024)
Creator: Daniel J. Streeter, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Client Centered Financial 401(k) Plan

401(k) retirement plan · Daniel J. Streeter, PLLC's Client Centered Financial 401(k) Plan held $304K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

Plan identifiers

Daniel J. Streeter, PLLC's EIN is 41-1991486.

EIN 41-1991486

Plan number 001

Plan year 2024

ACK ID 20250826130958NAL0004471299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel J. Streeter, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel J. Streeter, PLLC's 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 J. STREETER, PLLC.

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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