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Sponsor portfolio

DANIEL APPRAISALS INC.

EIN 38-3675218-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$520K assets
Welfare
0
Participants
4
5150 WISTERIA DRIVE - EASTON, PA 18040908-763-1176
Plans on this EIN
2 filings
#001CashBalance-$515K - 2 part#002401k-$4K - 2 part

Retirement portfolio analytics

2 plans aggregated / $520K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CASH BALANCE PLAN (#001)99%
  • APPRAISALS INC. 401(K) (#002)1%
Total $520KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)2
  • APPRAISALS INC. 401(K) (#002)2
Total 4Click row to drill in

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 APPRAISALS INC. CASH BALANCE PLAN

CashBalance

Assets$515K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DANIEL APPRAISALS INC. 401(K) PLAN

401k

Assets$4K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DANIEL APPRAISALS INC. CASH BALANCE PLANCashBalance$515K22024
002DANIEL APPRAISALS INC. 401(K) PLAN401k$4K22024
Retirement plans
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