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Sponsor portfolioTH

CARROLL DANIEL INC.

EIN 58-1102289-Construction-Latest filing 2025
Plans
2
Retirement
1
$35.5M assets
Welfare
1
$696K premiums
Participants
1,047
330 MAIN ST - GAINESVILLE, GA 305013733770-536-3241
Plans on this EIN
2 filings
#001401k-$35.5M - 578 part#501Mixed-$696K - 469 lives

Benefits portfolio analytics

1 plan / $696K premiums / 469 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$696K
  • Vision$696K
  • Life$696K
  • Short-term disability$696K
  • Long-term disability$696K
  • Other$696K
Total $696K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $696K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • TURNER WOOD & SMITH74%
  • JAMES R NELLIGAN & ASSOCIATES LLC26%
Total $134K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARROLL DANIEL INC. RETIREMENT PLAN

401k

Assets$35.5M
Participants578
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARROLL DANIEL CONSTRUCTION COMPANY WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$696K
Covered lives469
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARROLL DANIEL INC. RETIREMENT PLAN401k$35.5M5782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARROLL DANIEL CONSTRUCTION COMPANY WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$696K4692024
Retirement plans
Welfare plans
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