Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DANIELS & MILLER, INC.
EIN 25-1086568Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
33
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 33 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
DANIELS & MILLER, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$6.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$642K
Participants15
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 | DANIELS & MILLER, INC. PROFIT SHARING PLAN | ProfitSharing | $6.6M | 18 | 2025 | |
| 002 | DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN | CashBalance | $642K | 15 | 2024 |
Retirement plans