How big is Daniel Cruz's plan?

Daniel Cruz's plan reported $20K in assets and 18 participants for 2024.

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Original filing (PDF)20250722092443NAL0005448882001

Daniel Cruz

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

Form 5500-SF

FILING_RECEIVED

Daniel Cruz

401(k) retirement plan · Daniel Cruz held $20K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Shirley Horner signed Daniel Cruz's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Daniel Cruz's EIN is 81-1660137.

EIN 81-1660137

Plan number 001

Plan year 2024

ACK ID 20250722092443NAL0005448882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Cruz's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CRUZ.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DANIEL CRUZ

EIN

all filings

Address

9042 SALMON FALLS DR · SACRAMENTO, CA · 95826

Phone

(916) 286-9543

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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