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  2. Clive Daniel Home Holdings, LLC
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Filings through Oct 24, 2026.

Clive Daniel Home Holdings, LLC

EIN 45-3192105-design-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Health & Benefits
1
$162K premiums
Participants
409
14560 GLOBAL PKWY., STE. 1 - FORT MYERS, FL 33913239-261-4663clivedaniel.comLinkedIn201-500 employeesdesign
Plans on this EIN
2 filings
#001401(k)-$5.3M - 248 part#501Mixed-$162K - 266 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $162K premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$162K
  • Vision$162K
  • Life$162K
  • Short-term disability$162K
  • Other$162K
Total $162K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CLIVE DANIEL HOME HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$5.3M
Participants248
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CLIVE DANIEL HOME HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$162K
Covered lives266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLIVE DANIEL HOME HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$5.3M2482025
  • CLIVE DANIEL HOME HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST$5.3M
    #001 · 401(k) · 2025248

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CLIVE DANIEL HOME HEALTH AND WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$162K2662025
  • CLIVE DANIEL HOME HEALTH AND WELFARE BENEFIT PLAN$162K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025266
Retirement plans
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