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Sponsor portfolio

RANDALL E. DALY

EIN 81-0401516-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
4
404 N. 30TH ST., SUITE 120 - BILLINGS, MT 59101406-670-7307
Plans on this EIN
2 filings
#001401k-$1.3M - 2 part#002CashBalance-$248K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • E. DALY 401(K) (#001)84%
  • CASH BALANCE PENSION (#002)16%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • E. DALY 401(K) (#001)2
  • CASH BALANCE PENSION (#002)2
Total 4Click 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

RANDALL E. DALY 401(K) PLAN

401k

Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RANDALL E. DALY CASH BALANCE PENSION PLAN

CashBalance

Assets$248K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RANDALL E. DALY 401(K) PLAN401k$1.3M22025
002RANDALL E. DALY CASH BALANCE PENSION PLANCashBalance$248K22025
Retirement plans
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