How big is Daniels Fund's plan?

Daniels Fund's plan reported $9.1M in assets and 29 participants for 2024.

Original filing (PDF)20251010092828NAL0007868097001

Daniels Fund

Name: Daniels Fund — Daniels Fund 401(k) Plan, Form 5500 (2024)
Creator: Daniels Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniels Fund 401(k) Plan

401(k) retirement plan · Daniels Fund's Daniels Fund 401(k) Plan held $9.1M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

People on this filing

David Lowry signed Daniels Fund's 2024 Form 5500 as plan administrator.

David Lowry — 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

Daniels Fund's EIN is 84-1393308.

EIN 84-1393308

Plan number 001

Plan year 2024

ACK ID 20251010092828NAL0007868097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daniels Fund'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 DANIELS FUND.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

DANIELS FUND

EIN

all filings

Address

101 MONROE STREET · DENVER, CO · 802064467

Phone

(303) 393-7220

Industry

Other Services (ex. Public Admin)

Plan administrator