Assets by plan
Share of aggregate retirement assets
Filings through .
Joe Daniels Construction Company, Inc.
EIN 39-1187059constructionLatest filing 2025
Plans
2
Retirement
2
$50.0M assets
Health & Benefits
0
Participants
249
919 APPLEGATE ROAD - MADISON, WI 53713608-271-4800danielsconstruction.netLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $50.0M assets / 249 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$10.7M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN
401(k)
Assets$39.3M
Participants121
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
JOE DANIELS CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.7M
Participants128
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN | 401(k) | $39.3M | 121 | 2025 |
| #003 | JOE DANIELS CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.7M | 128 | 2025 |
- #002 · 401(k) · 2025121
- #003 · ESOP · 2025128
Retirement plans