Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIEL J. DALEY, JR., D.D.S, P.C.
EIN 23-2109545medical practiceLatest filing 2025
Plans
2
Retirement
2
$17.1M assets
Welfare
0
Participants
19
1050 BALTIMORE PIKE - SUITE 1 - SPRINGFIELD, PA 19064610-544-5251LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.1M assets / 19 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#004
DANIEL J. DALEY, JR., D.D.S., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$14.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | DANIEL J. DALEY, JR., D.D.S., P.C. 401(K) PROFIT SHARING PLAN | 401k | $14.2M | 14 | 2025 | |
| 005 | DANIEL J. DALEY, JR., D.D.S., P.C. CASH BALANCE PENSION PLAN | CashBalance | $2.9M | 5 | 2025 |
Retirement plans