How big is The Daisy Foundation's plan?

The Daisy Foundation's plan reported $346K in assets and 32 participants for 2024.

Original filing (PDF)20250606074703NAL0021274784001

The Daisy Foundation

Name: The Daisy Foundation — Form 5500 (2024)
Creator: The Daisy Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · The Daisy Foundation held $346K in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

People on this filing

Shirley Horner signed The Daisy Foundation'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

The Daisy Foundation's EIN is 91-2009739.

EIN 91-2009739

Plan number 001

Plan year 2024

ACK ID 20250606074703NAL0021274784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Daisy Foundation'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 DAISY FOUNDATION.

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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