Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL
EIN 20-8040889Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
78
8100 E. 106TH STREET, SUITE 210 - FISHERS, IN 46038317-867-3799
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 78 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
BOB DANIELSON, INC. 401(K) PLAN
401k
Assets$4.0M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants33
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 | BOB DANIELSON, INC. 401(K) PLAN | 401k | $4.0M | 45 | 2024 | |
| 002 | BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN | CashBalance | $1.4M | 33 | 2024 |
Retirement plans