How big is Daniel Searles' plan?

Daniel Searles' plan reported $2.9M in assets and 1 participants for 2024.

Original filing (PDF)20250626175756NAL0005086339001

Daniel Searles

Name: Daniel Searles — UBS Trust Company of PR Daniel, Form 5500 (2024)
Creator: Daniel Searles
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UBS Trust Company of PR Daniel Searles Retirement Plan

Defined-contribution retirement plan · Daniel Searles' UBS Trust Company of PR Daniel Searles Retirement Plan held $2.9M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Daniel Searles' EIN is 66-0769625.

EIN 66-0769625

Plan number 001

Plan year 2024

ACK ID 20250626175756NAL0005086339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Searles' plan includes money-purchase contributions, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL SEARLES.

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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