· 2022–2024 · DOL EFAST2

The Daniels Agencies LLC — The Daniels Agencies, Form 5500 (2025)

Original filing (PDF)20260528104501NAL0008718803001

The Daniels Agencies LLC

Form 5500-SF

FILING_RECEIVED

The Daniels Agencies 401(k) Plan

401(k) retirement plan · The Daniels Agencies LLC's The Daniels Agencies 401(k) Plan held $289K in plan assets for 16 participants in 2025.

Active participants

16

Accounts w/ balance

10

Plan assets (EOY)

$289K

Net assets (EOY)

$289K

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

54

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE DANIELS AGENCIES LLC.

Plan sponsor

Name

THE DANIELS AGENCIES LLC

EIN

83-2493549all filings

Address

2180 N LOOP W · SUITE 130 · HOUSTON, TX · 77018

Phone

(713) 681-5991

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-28

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

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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