Assets by plan
Share of aggregate retirement assets
Filings through .
Randall E. Daly
EIN 81-0401516Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Health & Benefits
0
Participants
4
404 N. 30TH ST., SUITE 120 - BILLINGS, MT 59101406-670-7307
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 4 participants
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#001
RANDALL E. DALY 401(K) PLAN
401(k)
Assets$1.3M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
RANDALL E. DALY CASH BALANCE PENSION PLAN
Cash balance
Assets$248K
Participants2
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 |
|---|---|---|---|---|---|
| #001 | RANDALL E. DALY 401(K) PLAN | 401(k) | $1.3M | 2 | 2025 |
| #002 | RANDALL E. DALY CASH BALANCE PENSION PLAN | Cash balance | $248K | 2 | 2025 |
- #001 · 401(k) · 20252
- #002 · Cash balance · 20252
Retirement plans