Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOE DANIELS CONSTRUCTION CO., INC.
EIN 39-1187059constructionLatest filing 2024
Plans
2
Retirement
2
$50.9M assets
Welfare
0
Participants
242
919 APPLEGATE ROAD - MADISON, WI 53713608-271-4800danielsconstruction.netLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $50.9M assets / 242 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
79%top
- AMERICAN UNITED LIFE INSURANCE CO79%
- (Not disclosed)21%
Participants 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#002
JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN
401k
Assets$40.0M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOE DANIELS CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.9M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN | 401k | $40.0M | 119 | 2024 | |
| 003 | JOE DANIELS CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.9M | 123 | 2024 |
Retirement plans