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Sponsor portfolio

DONN & COMPANY

EIN 03-0373997-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
10
1388 SUTTER STREET, SUITE 800 - SAN FRANCISCO, CA 94109415-409-3666donnco.netLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$1.3M - 7 part#003CashBalance-$404K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • & COMPANY 401(K) (#002)76%
  • CASH BALANCE PLAN (#003)24%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & COMPANY 401(K) (#002)7
  • CASH BALANCE PLAN (#003)3
Total 10Click 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#002

DONN & COMPANY 401(K) PLAN

401k

Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

DONN & COMPANY CASH BALANCE PLAN

CashBalance

Assets$404K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DONN & COMPANY 401(K) PLAN401k$1.3M72024
003DONN & COMPANY CASH BALANCE PLANCashBalance$404K32024
Retirement plans
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