Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $911K assets / 19 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | DAN O'S ENTERPRISES, INC. CASH BALANCE PENSION PLAN | Cash balance | $806K | 7 | 2025 |
| #001 | DAN O'S MARINE 401(K) PLAN | 401(k) | $75K | 2 | 2024 |
| #002 | DAN O'S MARINE SALES AND SERVICE, INC. PROFIT SHARING PLAN | Profit-sharing | $30K | 10 | 2024 |