Joe Daniels Construction 401(k) match, vesting and fees

Plan year 2025 filingJoe Daniels Construction Company, Inc. Retirement Plan · Plan 002 · EIN 39-1187059Updated Oct 2026

What Joe Daniels Construction's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $776K in employer contributions, about $6,416 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$325,054
Average account balance
121
Participants (end of year)
$39.3M
Plan assets (end of year)
0.16%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperOneamerica Retirement Services LLCSchedule C ↗
Independent auditorVrakas Advisors LLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

Plan history

Plan assets went from $45.5M at the end of plan year 2021 to $39.3M at the end of plan year 2025.

$45.5M2021$35.6M2022$39.6M2023$40M2024$39.3M2025
End-of-year figures from each plan year's Form 5500 filing for the Joe Daniels Construction plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025121$39.3M$776K$6,4160.16%Not publishedForm 5500 ↗
2024119$40M$697K$5,9080.16%Not publishedForm 5500 ↗
2023116$39.6M$670K$5,7770.16%Not publishedForm 5500 ↗
2022112$35.6M$669K$6,0310.16%Not publishedForm 5500 ↗
2021105$45.5M$634K$6,0420.15%Not publishedForm 5500 ↗

Other Joe Daniels Construction plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan

Plan 003 · EIN 39-1187059 · plan year 2024 filing
$88,627
Average account balance
123
Participants (end of year)
$10.9M
Plan assets (end of year)
<0.01%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Plan type and statusRetirement · ActiveForm 5500 ↗

Common questions

Does Joe Daniels Construction match 401(k) contributions?

The match terms for the Joe Daniels Construction Company, Inc. Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $776K in employer contributions, about $6,416 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Joe Daniels Construction 401(k) match vested?

The vesting schedule for the Joe Daniels Construction Company, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Joe Daniels Construction 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Oneamerica Retirement Services LLC. The plan administrator is Joe Daniels Construction Company, Inc..

I left Joe Daniels Construction. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Joe Daniels Construction Company, Inc., (608) 271-4800) or the recordkeeper, Oneamerica Retirement Services LLC. The Joe Daniels Construction old 401(k) page lists the contacts from every plan filing. Find an old Joe Daniels Construction 401(k)

Data from the public Form 5500 annual reports Joe Daniels Construction filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Joe Daniels Construction. Not financial advice. Report a correction · Methodology