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  2. DANIELS INSURANCE AGENCY, INC.
Sponsor portfolio

DANIELS INSURANCE AGENCY, INC.

EIN 85-0092484-insurance-Latest filing 2025
Plans
2
Retirement
2
$10.3M assets
Welfare
0
Participants
79
300 N LINAM ST - HOBBS, NM 88240505-393-5191danielsinsuranceinc.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001ProfitSharing-$10.2M - 40 part#002ESOP-$79K - 39 part

Retirement portfolio analytics

2 plans aggregated / $10.3M assets / 79 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • EMPLOYEES' INCENTIVE TRUST (#001)99%
  • EMPLOYEES STOCK OWNERSHIP (#002)1%
Total $10.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' INCENTIVE TRUST (#001)40
  • EMPLOYEES STOCK OWNERSHIP (#002)39
Total 79Click 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

DANIELS INSURANCE AGENCY, INC. EMPLOYEES' INCENTIVE TRUST

ProfitSharing

Assets$10.2M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DANIELS INSURANCE AGENCY INC - EMPLOYEES STOCK OWNERSHIP PLAN

ESOP

Assets$79K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DANIELS INSURANCE AGENCY, INC. EMPLOYEES' INCENTIVE TRUSTProfitSharing$10.2M402025
002DANIELS INSURANCE AGENCY INC - EMPLOYEES STOCK OWNERSHIP PLANESOP$79K392024
Retirement plans
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