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Sponsor portfolio

DAILY CARE, LLC

EIN 46-1712095-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$832K assets
Welfare
0
Participants
9
3173 W. RIVER ESTATES DR. - APPLETON, WI 54911951-852-1247
Plans on this EIN
2 filings
#001CashBalance-$591K - 4 part#002401k-$241K - 5 part

Retirement portfolio analytics

2 plans aggregated / $832K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DEFINED BENEFIT PLAN (#001)71%
  • PROFIT SHARING PLAN (#002)29%
Total $832KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • DEFINED BENEFIT PLAN (#001)4
Total 9Click 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

DAILY CARE HOSPITALISTS, LLC DEFINED BENEFIT PLAN

CashBalance

Assets$591K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAILY CARE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$241K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAILY CARE HOSPITALISTS, LLC DEFINED BENEFIT PLANCashBalance$591K42024
002DAILY CARE, LLC 401(K) PROFIT SHARING PLAN401k$241K52024
Retirement plans
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