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Sponsor portfolio

DANIEL'S CAULKING, LLC

EIN 06-1465821-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
46 KENNEDY ROAD, UNIT 5 - SOUTH WINDSOR, CT 06074860-289-6603
Plans on this EIN
2 filings
#002CashBalance-$988K - 3 part#001401k-$899K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#002)52%
  • PROFIT SHARING PLAN (#001)48%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DANIEL'S CAULKING, LLC CASH BALANCE PLAN

CashBalance

Assets$988K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DANIEL'S CAULKING, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$899K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DANIEL'S CAULKING, LLC CASH BALANCE PLANCashBalance$988K32025
001DANIEL'S CAULKING, LLC 401(K) PROFIT SHARING PLAN401k$899K32025
Retirement plans
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