Assets by plan
Share of aggregate retirement assets
Filings through .
Bob Danielson, Inc. Dba Battersby Danielson Azbell
EIN 20-8040889Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Health & Benefits
0
Participants
87
8100 E. 106TH STREET, SUITE 210 - FISHERS, IN 46038317-867-3799
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 87 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
BOB DANIELSON, INC. 401(K) PLAN
401(k)
Assets$4.8M
Participants45
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN
Cash balance
Assets$1.7M
Participants42
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 | BOB DANIELSON, INC. 401(K) PLAN | 401(k) | $4.8M | 45 | 2025 |
| #002 | BOB DANIELSON, INC. DBA BATTERSBY DANIELSON AZBELL CASH BALANCE PLAN | Cash balance | $1.7M | 42 | 2025 |
- #001 · 401(k) · 202545
- #002 · Cash balance · 202542
Retirement plans