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  2. DAN LAFFERTY CONSTRUCTION, INC.
Sponsor portfolio

DAN LAFFERTY CONSTRUCTION, INC.

EIN 82-0442795-construction-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
31
160 W. AVENUE D, P.O. BOX 16 - WENDELL, ID 83355208-536-6547LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 13 part#001401k-$876K - 18 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • PROFIT SHARING TRUST (#001)29%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING TRUST (#001)18
  • CASH BALANCE PLAN (#002)13
Total 31Click 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#002

DAN LAFFERTY CONSTRUCTION, INC. CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAN LAFFERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING TRUST

401k

Assets$876K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAN LAFFERTY CONSTRUCTION, INC. CASH BALANCE PLANCashBalance$2.1M132025
001DAN LAFFERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING TRUST401k$876K182025
Retirement plans
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