Plan Snapshot
- Plan Sponsor: Daniel Financial Management
- Sponsor EIN: 204850298
- Sponsor Address: 1 UNIVERSITY PLZ STE 108, HACKENSACK, NJ, 076016207
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $2.7M | $0 | $0 |
| 2024 | 6 | $2.2M | $45,683 | $103,284 |
| 2023 | 6 | $1.7M | $52,162 | $85,852 |
| 2022 | 5 | $1.3M | $22,157 | $61,843 |