Original filing (PDF)20250424154827NAL0007603073001

DANIELS & ROBERTS, INC.

Name: DANIELS & ROBERTS, INC. — DANIELS & ROBERTS, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: DANIELS & ROBERTS, INC.

Form 5500-SF

FILING_RECEIVED

DANIELS & ROBERTS, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANIELS & ROBERTS, INC..

Plan sponsor

Name

DANIELS & ROBERTS, INC.

EIN

59-2752509

Address

55 SE 2ND AVENUE · SUITE 15L · DELRAY BEACH, FL · 33444

Phone

(561) 241-0066

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

QUEUE BRAND COMMUNICATIONS INC.

QUEUE EMPLOYEES 401(K) PROFIT SHARING PLAN

$1.7M · 11 participants

FIRMANI & ASSOCIATES, INC.

FIRMANI & ASSOC. INC. RETIREMENT SAVINGS PLAN

$1.7M · 11 participants

POE ADVERTISING, INC.

POE ADVERTISING, INC. PROFIT SHARING PLAN

$1.7M · 9 participants

TIPTON COMMUNICATIONS GROUP, INC.

TIPTON COMMUNICATIONS GROUP, INC. CASH BALANCE PLAN

$1.7M · 14 participants

RESPONSE LABS, INC.

RESPONSE LABS INC. 401(K) P/S PLAN