How big is Lloyd Dailey & Sons, Inc.'s plan?

Lloyd Dailey & Sons, Inc.'s plan reported $3.0M in assets and 11 participants for 2025.

Original filing (PDF)20260427094230NAL0004764371001

Lloyd Dailey & Sons, Inc.

Name: Lloyd Dailey & Sons, Inc. — Lloyd Dailey & Sons, Form 5500 (2025)
Creator: Lloyd Dailey & Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lloyd Dailey & Sons, Inc. 401(k) Plan

401(k) retirement plan · Lloyd Dailey & Sons, Inc.'s Lloyd Dailey & Sons, Inc. 401(k) Plan held $3.0M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Wendi Newton signed Lloyd Dailey & Sons, Inc.'s 2025 Form 5500 as plan administrator.

Wendi Newton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lloyd Dailey & Sons, Inc.'s EIN is 72-0768622.

EIN 72-0768622

Plan number 001

Plan year 2025

ACK ID 20260427094230NAL0004764371001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lloyd Dailey & Sons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lloyd Dailey & Sons, Inc.'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 LLOYD DAILEY & SONS, INC..

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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