Civic Intelligence

Daniels Rodriguez Berkeley Daniels & Cruz

Plan context: Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan

EIN 65-0010573 • Coral Gables, FL • 27 filings • 8 plans

4000 Ponce DE Leon BoulevardSuite 800Coral Gables, FL 33146
Current Snapshot

Latest Year

2025

2025 Participants

58

2025 Assets

$5,051,445

2025 Contributions

$662,468

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,034,032$3,017,016$0199920122025YearValue
$5,051,445Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

58290199920132025YearValue
58Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025158$5,051,445$662,468$11,422iApproximate average salary by contribution assumption: employee only about $285,547 at 4% or $190,364 at 6%; with 50% employer match about $190,364 at 4% or $126,910 at 6%; with 100% employer match about $142,773 at 4% or $95,182 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-58$5,051,445$662,468$11,422iApproximate average salary by contribution assumption: employee only about $285,547 at 4% or $190,364 at 6%; with 50% employer match about $190,364 at 4% or $126,910 at 6%; with 100% employer match about $142,773 at 4% or $95,182 at 6%.
2024157$6,034,032$343,379$6,024iApproximate average salary by contribution assumption: employee only about $150,605 at 4% or $100,403 at 6%; with 50% employer match about $100,403 at 4% or $66,935 at 6%; with 100% employer match about $75,302 at 4% or $50,202 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-57$6,034,032$343,379$6,024iApproximate average salary by contribution assumption: employee only about $150,605 at 4% or $100,403 at 6%; with 50% employer match about $100,403 at 4% or $66,935 at 6%; with 100% employer match about $75,302 at 4% or $50,202 at 6%.
2023152$5,173,295$345,364$6,642iApproximate average salary by contribution assumption: employee only about $166,040 at 4% or $110,694 at 6%; with 50% employer match about $110,694 at 4% or $73,796 at 6%; with 100% employer match about $83,020 at 4% or $55,347 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-52$5,173,295$345,364$6,642iApproximate average salary by contribution assumption: employee only about $166,040 at 4% or $110,694 at 6%; with 50% employer match about $110,694 at 4% or $73,796 at 6%; with 100% employer match about $83,020 at 4% or $55,347 at 6%.
2022136$4,114,497$231,223$6,423iApproximate average salary by contribution assumption: employee only about $160,572 at 4% or $107,048 at 6%; with 50% employer match about $107,048 at 4% or $71,365 at 6%; with 100% employer match about $80,286 at 4% or $53,524 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-36$4,114,497$231,223$6,423iApproximate average salary by contribution assumption: employee only about $160,572 at 4% or $107,048 at 6%; with 50% employer match about $107,048 at 4% or $71,365 at 6%; with 100% employer match about $80,286 at 4% or $53,524 at 6%.
2021140$4,729,007$212,645$5,316iApproximate average salary by contribution assumption: employee only about $132,903 at 4% or $88,602 at 6%; with 50% employer match about $88,602 at 4% or $59,068 at 6%; with 100% employer match about $66,452 at 4% or $44,301 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-40$4,729,007$212,645$5,316iApproximate average salary by contribution assumption: employee only about $132,903 at 4% or $88,602 at 6%; with 50% employer match about $88,602 at 4% or $59,068 at 6%; with 100% employer match about $66,452 at 4% or $44,301 at 6%.
2020141$3,944,597$185,885$4,534iApproximate average salary by contribution assumption: employee only about $113,345 at 4% or $75,563 at 6%; with 50% employer match about $75,563 at 4% or $50,375 at 6%; with 100% employer match about $56,672 at 4% or $37,782 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-41$3,944,597$185,885$4,534iApproximate average salary by contribution assumption: employee only about $113,345 at 4% or $75,563 at 6%; with 50% employer match about $75,563 at 4% or $50,375 at 6%; with 100% employer match about $56,672 at 4% or $37,782 at 6%.
2019140$3,256,386$202,524$5,063iApproximate average salary by contribution assumption: employee only about $126,578 at 4% or $84,385 at 6%; with 50% employer match about $84,385 at 4% or $56,257 at 6%; with 100% employer match about $63,289 at 4% or $42,193 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-40$3,256,386$202,524$5,063iApproximate average salary by contribution assumption: employee only about $126,578 at 4% or $84,385 at 6%; with 50% employer match about $84,385 at 4% or $56,257 at 6%; with 100% employer match about $63,289 at 4% or $42,193 at 6%.
2018137$2,510,241$204,382$5,524iApproximate average salary by contribution assumption: employee only about $138,096 at 4% or $92,064 at 6%; with 50% employer match about $92,064 at 4% or $61,376 at 6%; with 100% employer match about $69,048 at 4% or $46,032 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-37$2,510,241$204,382$5,524iApproximate average salary by contribution assumption: employee only about $138,096 at 4% or $92,064 at 6%; with 50% employer match about $92,064 at 4% or $61,376 at 6%; with 100% employer match about $69,048 at 4% or $46,032 at 6%.
2017130$2,613,292$184,115$6,137iApproximate average salary by contribution assumption: employee only about $153,429 at 4% or $102,286 at 6%; with 50% employer match about $102,286 at 4% or $68,191 at 6%; with 100% employer match about $76,715 at 4% or $51,143 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-30$2,613,292$184,115$6,137iApproximate average salary by contribution assumption: employee only about $153,429 at 4% or $102,286 at 6%; with 50% employer match about $102,286 at 4% or $68,191 at 6%; with 100% employer match about $76,715 at 4% or $51,143 at 6%.
2016133$2,230,515$174,278$5,281iApproximate average salary by contribution assumption: employee only about $132,029 at 4% or $88,019 at 6%; with 50% employer match about $88,019 at 4% or $58,679 at 6%; with 100% employer match about $66,014 at 4% or $44,010 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-33$2,230,515$174,278$5,281iApproximate average salary by contribution assumption: employee only about $132,029 at 4% or $88,019 at 6%; with 50% employer match about $88,019 at 4% or $58,679 at 6%; with 100% employer match about $66,014 at 4% or $44,010 at 6%.
2015135$1,965,317$187,675$5,362iApproximate average salary by contribution assumption: employee only about $134,054 at 4% or $89,369 at 6%; with 50% employer match about $89,369 at 4% or $59,579 at 6%; with 100% employer match about $67,027 at 4% or $44,685 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-35$1,965,317$187,675$5,362iApproximate average salary by contribution assumption: employee only about $134,054 at 4% or $89,369 at 6%; with 50% employer match about $89,369 at 4% or $59,579 at 6%; with 100% employer match about $67,027 at 4% or $44,685 at 6%.
2014142$2,120,364$223,021$5,310iApproximate average salary by contribution assumption: employee only about $132,751 at 4% or $88,500 at 6%; with 50% employer match about $88,500 at 4% or $59,000 at 6%; with 100% employer match about $66,375 at 4% or $44,250 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-42$2,120,364$223,021$5,310iApproximate average salary by contribution assumption: employee only about $132,751 at 4% or $88,500 at 6%; with 50% employer match about $88,500 at 4% or $59,000 at 6%; with 100% employer match about $66,375 at 4% or $44,250 at 6%.
2013151$2,213,988$276,499$5,422iApproximate average salary by contribution assumption: employee only about $135,539 at 4% or $90,359 at 6%; with 50% employer match about $90,359 at 4% or $60,239 at 6%; with 100% employer match about $67,769 at 4% or $45,180 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-51$2,213,988$276,499$5,422iApproximate average salary by contribution assumption: employee only about $135,539 at 4% or $90,359 at 6%; with 50% employer match about $90,359 at 4% or $60,239 at 6%; with 100% employer match about $67,769 at 4% or $45,180 at 6%.
2012148$1,890,759$283,418$5,905iApproximate average salary by contribution assumption: employee only about $147,614 at 4% or $98,409 at 6%; with 50% employer match about $98,409 at 4% or $65,606 at 6%; with 100% employer match about $73,807 at 4% or $49,205 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-48$1,890,759$283,418$5,905iApproximate average salary by contribution assumption: employee only about $147,614 at 4% or $98,409 at 6%; with 50% employer match about $98,409 at 4% or $65,606 at 6%; with 100% employer match about $73,807 at 4% or $49,205 at 6%.
2011142$1,463,290$237,383$5,652iApproximate average salary by contribution assumption: employee only about $141,299 at 4% or $94,200 at 6%; with 50% employer match about $94,200 at 4% or $62,800 at 6%; with 100% employer match about $70,650 at 4% or $47,100 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-42$1,463,290$237,383$5,652iApproximate average salary by contribution assumption: employee only about $141,299 at 4% or $94,200 at 6%; with 50% employer match about $94,200 at 4% or $62,800 at 6%; with 100% employer match about $70,650 at 4% or $47,100 at 6%.
2010141$1,277,389$207,864$5,070iApproximate average salary by contribution assumption: employee only about $126,746 at 4% or $84,498 at 6%; with 50% employer match about $84,498 at 4% or $56,332 at 6%; with 100% employer match about $63,373 at 4% or $42,249 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-41$1,277,389$207,864$5,070iApproximate average salary by contribution assumption: employee only about $126,746 at 4% or $84,498 at 6%; with 50% employer match about $84,498 at 4% or $56,332 at 6%; with 100% employer match about $63,373 at 4% or $42,249 at 6%.
2009146$1,071,014$171,200$3,722iApproximate average salary by contribution assumption: employee only about $93,043 at 4% or $62,029 at 6%; with 50% employer match about $62,029 at 4% or $41,353 at 6%; with 100% employer match about $46,522 at 4% or $31,014 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-46$1,071,014$171,200$3,722iApproximate average salary by contribution assumption: employee only about $93,043 at 4% or $62,029 at 6%; with 50% employer match about $62,029 at 4% or $41,353 at 6%; with 100% employer match about $46,522 at 4% or $31,014 at 6%.
2008152$800,440$215,446$4,143iApproximate average salary by contribution assumption: employee only about $103,580 at 4% or $69,053 at 6%; with 50% employer match about $69,053 at 4% or $46,035 at 6%; with 100% employer match about $51,790 at 4% or $34,527 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-52$800,440$215,446$4,143iApproximate average salary by contribution assumption: employee only about $103,580 at 4% or $69,053 at 6%; with 50% employer match about $69,053 at 4% or $46,035 at 6%; with 100% employer match about $51,790 at 4% or $34,527 at 6%.
2007147$1,054,614$251,020$5,341iApproximate average salary by contribution assumption: employee only about $133,521 at 4% or $89,014 at 6%; with 50% employer match about $89,014 at 4% or $59,343 at 6%; with 100% employer match about $66,761 at 4% or $44,507 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-47$1,054,614$251,020$5,341iApproximate average salary by contribution assumption: employee only about $133,521 at 4% or $89,014 at 6%; with 50% employer match about $89,014 at 4% or $59,343 at 6%; with 100% employer match about $66,761 at 4% or $44,507 at 6%.
2006132$798,065$160,486$5,015iApproximate average salary by contribution assumption: employee only about $125,380 at 4% or $83,586 at 6%; with 50% employer match about $83,586 at 4% or $55,724 at 6%; with 100% employer match about $62,690 at 4% or $41,793 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-32$798,065$160,486$5,015iApproximate average salary by contribution assumption: employee only about $125,380 at 4% or $83,586 at 6%; with 50% employer match about $83,586 at 4% or $55,724 at 6%; with 100% employer match about $62,690 at 4% or $41,793 at 6%.
2005137$602,593$122,460$3,310iApproximate average salary by contribution assumption: employee only about $82,743 at 4% or $55,162 at 6%; with 50% employer match about $55,162 at 4% or $36,775 at 6%; with 100% employer match about $41,372 at 4% or $27,581 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-37$602,593$122,460$3,310iApproximate average salary by contribution assumption: employee only about $82,743 at 4% or $55,162 at 6%; with 50% employer match about $55,162 at 4% or $36,775 at 6%; with 100% employer match about $41,372 at 4% or $27,581 at 6%.
200410$484,726$104,892-
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-0$484,726$104,892-
2003130$362,624$85,174$2,839iApproximate average salary by contribution assumption: employee only about $70,978 at 4% or $47,319 at 6%; with 50% employer match about $47,319 at 4% or $31,546 at 6%; with 100% employer match about $35,489 at 4% or $23,659 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-30$362,624$85,174$2,839iApproximate average salary by contribution assumption: employee only about $70,978 at 4% or $47,319 at 6%; with 50% employer match about $47,319 at 4% or $31,546 at 6%; with 100% employer match about $35,489 at 4% or $23,659 at 6%.
2002128$263,944$79,217$2,829iApproximate average salary by contribution assumption: employee only about $70,729 at 4% or $47,153 at 6%; with 50% employer match about $47,153 at 4% or $31,435 at 6%; with 100% employer match about $35,365 at 4% or $23,576 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-28$263,944$79,217$2,829iApproximate average salary by contribution assumption: employee only about $70,729 at 4% or $47,153 at 6%; with 50% employer match about $47,153 at 4% or $31,435 at 6%; with 100% employer match about $35,365 at 4% or $23,576 at 6%.
2001126$252,202$102,941$3,959iApproximate average salary by contribution assumption: employee only about $98,982 at 4% or $65,988 at 6%; with 50% employer match about $65,988 at 4% or $43,992 at 6%; with 100% employer match about $49,491 at 4% or $32,994 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-26$252,202$102,941$3,959iApproximate average salary by contribution assumption: employee only about $98,982 at 4% or $65,988 at 6%; with 50% employer match about $65,988 at 4% or $43,992 at 6%; with 100% employer match about $49,491 at 4% or $32,994 at 6%.
2000121$235,167$55,293$2,633iApproximate average salary by contribution assumption: employee only about $65,825 at 4% or $43,883 at 6%; with 50% employer match about $43,883 at 4% or $29,256 at 6%; with 100% employer match about $32,913 at 4% or $21,942 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-21$235,167$55,293$2,633iApproximate average salary by contribution assumption: employee only about $65,825 at 4% or $43,883 at 6%; with 50% employer match about $43,883 at 4% or $29,256 at 6%; with 100% employer match about $32,913 at 4% or $21,942 at 6%.
1999112$266,074$66,983$5,582iApproximate average salary by contribution assumption: employee only about $139,548 at 4% or $93,032 at 6%; with 50% employer match about $93,032 at 4% or $62,021 at 6%; with 100% employer match about $69,774 at 4% or $46,516 at 6%.
Daniels Rodriguez Berkeley Daniels & Cruz 401(K) Plan-12$266,074$66,983$5,582iApproximate average salary by contribution assumption: employee only about $139,548 at 4% or $93,032 at 6%; with 50% employer match about $93,032 at 4% or $62,021 at 6%; with 100% employer match about $69,774 at 4% or $46,516 at 6%.