PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DANIEL C. MORENO
Sponsor portfolio

DANIEL C. MORENO

EIN 94-2917748-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
Participants
10
180 PARK RD - BURLINGAME, CA 940104317650-342-5915danmorenocpa.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$4.8M - 5 part#001Self Funded-0 lives

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DANIEL C MORENO CERTIFIED PUBLIC ACCOUNTANT PROFIT SHARING PLAN

401k

Assets$4.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

DANIEL C MORENO CERTIFIED PUBLIC ACCOUNTANT PROFIT SHARING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DANIEL C MORENO CERTIFIED PUBLIC ACCOUNTANT PROFIT SHARING PLAN401k$4.8M52025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001DANIEL C MORENO CERTIFIED PUBLIC ACCOUNTANT PROFIT SHARING PLANSelf Funded-$002025
Retirement plans
Welfare 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