Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
DANIEL T. AUSTRIA AND ASSOCIATES
EIN 34-1917355Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
8
4044 NORTH EMERALD COURT - BEAVERCREEK, OH 45430937-609-7277
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 8 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
DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$4.3M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$3.0M
Participants4
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 | DANIEL T. AUSTRIA AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $4.3M | 4 | 2025 | |
| 002 | DANIEL T. AUSTRIA AND ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $3.0M | 4 | 2025 |
Retirement plans