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  2. Daniel R Neary

Filings through Oct 24, 2026.

Sponsor portfolio

Daniel R Neary

EIN 20-1530750-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$539K assets
Welfare
0
Participants
7
1349 W LANE AVE, SUITE 1200 - UPPER ARLINGTON, OH 43221614-857-4272
Plans on this EIN
1 filing
#001401(k)-$539K - 7 part

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Retirement#001

DANIEL R NEARY 401(K) P/S PLAN

401(k)

Assets$539K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DANIEL R NEARY 401(K) P/S PLAN401(k)$539K72025
Retirement plans
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