Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JACOBSEN/DANIELS ASSOCIATES
EIN 01-0556836Transportation and WarehousingLatest filing 2025
Plans
2
Retirement
2
$13.9M assets
Welfare
0
Participants
421
121 PEARL STREET - YPSILANTI, MI 48197734-961-3200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.9M assets / 421 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN
401k
Assets$13.9M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FLY AWAY VALET RETIREMENT SAVINGS PLAN
401k
Assets$22K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | 401k | $13.9M | 407 | 2024 | |
| 002 | FLY AWAY VALET RETIREMENT SAVINGS PLAN | 401k | $22K | 14 | 2025 |
Retirement plans