PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. K E. DANIEL, INC.
Sponsor portfolio

K E. DANIEL, INC.

EIN 82-4180824-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$981K assets
Welfare
0
Participants
6
11931 HESBY STREET - VALLEY VILLAGE, CA 91607917-748-5156
Plans on this EIN
2 filings
#002401k-$499K - 3 part#001CashBalance-$482K - 3 part

Retirement portfolio analytics

2 plans aggregated / $981K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • DANIEL, INC. 401(K) (#002)51%
  • CASH BALANCE PLAN (#001)49%
Total $981KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DANIEL, INC. 401(K) (#002)3
  • CASH BALANCE PLAN (#001)3
Total 6Click 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

K E. DANIEL, INC. 401(K) PLAN

401k

Assets$499K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

K E. DANIEL, INC. CASH BALANCE PLAN

CashBalance

Assets$482K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002K E. DANIEL, INC. 401(K) PLAN401k$499K32025
001K E. DANIEL, INC. CASH BALANCE PLANCashBalance$482K32025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica