Assets by plan
Share of aggregate retirement assets
Filings through .
Daniels Insurance Agency, Inc.
EIN 85-0092484insuranceLatest filing 2025
Plans
2
Retirement
2
$10.3M assets
Health & Benefits
0
Participants
70
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.3M assets / 70 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
DANIELS INSURANCE AGENCY, INC. EMPLOYEES' INCENTIVE TRUST
Profit-sharing
Assets$10.2M
Participants40
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DANIELS INSURANCE AGENCY INC - EMPLOYEES STOCK OWNERSHIP PLAN
ESOP
Assets$123K
Participants30
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 | DANIELS INSURANCE AGENCY, INC. EMPLOYEES' INCENTIVE TRUST | Profit-sharing | $10.2M | 40 | 2025 |
| #002 | DANIELS INSURANCE AGENCY INC - EMPLOYEES STOCK OWNERSHIP PLAN | ESOP | $123K | 30 | 2025 |
- #001 · Profit-sharing · 202540
- #002 · ESOP · 202530
Retirement plans