PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Dan Lafferty Construction, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Dan Lafferty Construction, Inc.

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

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

  • CASH BALANCE PLAN (#002)$2.1M
  • PROFIT SHARING TRUST (#001)$876K
Total $3.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING TRUST (#001)18
  • CASH BALANCE PLAN (#002)13
Total 31Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

DAN LAFFERTY CONSTRUCTION, INC. CASH BALANCE PLAN

Cash balance

Assets$2.1M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

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

401(k)

Assets$876K
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002DAN LAFFERTY CONSTRUCTION, INC. CASH BALANCE PLANCash balance$2.1M132025
#001DAN LAFFERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING TRUST401(k)$876K182025
  • DAN LAFFERTY CONSTRUCTION, INC. CASH BALANCE PLAN$2.1M
    #002 · Cash balance · 202513
  • DAN LAFFERTY CONSTRUCTION, INC. 401(K) PROFIT SHARING TRUST$876K
    #001 · 401(k) · 202518
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica