How big is The Daniel Agency LLC's plan?

The Daniel Agency LLC's plan reported $9K in assets and 2 participants for 2025.

Original filing (PDF)20260504220930NAL0000421312022

The Daniel Agency LLC

Name: The Daniel Agency LLC — The Daniel Agency 401(k), Form 5500 (2025)
Creator: The Daniel Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Daniel Agency 401(k) Plan

401(k) retirement plan · The Daniel Agency LLC's The Daniel Agency 401(k) Plan held $9K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Elantha Barry signed The Daniel Agency LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

The Daniel Agency LLC's EIN is 84-3711546.

EIN 84-3711546

Plan number 001

Plan year 2025

ACK ID 20260504220930NAL0000421312022

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Daniel Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Daniel Agency LLC'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 THE DANIEL AGENCY LLC.

Finding similar companies…

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

THE DANIEL AGENCY LLC

EIN

all filings

Address

2081 COLUMBIANA RD · STE 17 · VESTAVIA HILLS, AL · 35216

Phone

(205) 729-5566

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator