Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Jacobsen/Daniels Associates
EIN 01-0556836Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$16.1M assets
Health & Benefits
0
Participants
455
121 PEARL STREET - YPSILANTI, MI 48197734-961-3200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.1M assets / 455 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN
401(k)
Assets$16.1M
Participants441
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FLY AWAY VALET RETIREMENT SAVINGS PLAN
401(k)
Assets$22K
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | 401(k) | $16.1M | 441 | 2025 |
| #002 | FLY AWAY VALET RETIREMENT SAVINGS PLAN | 401(k) | $22K | 14 | 2025 |
- #001 · 401(k) · 2025441
- #002 · 401(k) · 202514
Retirement plans