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Sponsor portfolio

DONNELLY SERVICE GROUP INC.

EIN 04-3257145-facilities services-Latest filing 2025
Plans
3
Retirement
2
$1.4M assets
Welfare
1
$4K premiums
Participants
338
225 RIVERVIEW AVENUE - AUBURNDALE, MA 02466LinkedIn1-10 employeesfacilities services
Plans on this EIN
3 filings
#001401k-$911K - 96 part#003ESOP-$498K - 140 part#501Fully Insured-$4K - 109 lives

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 236 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • GROUP, INC. 401(K) (#001)65%
  • EMPLOYEE STOCK OWNERSHIP (#003)35%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)140
  • GROUP, INC. 401(K) (#001)96
Total 236Click row to drill in

Benefits portfolio analytics

1 plan / $4K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4K
  • Other$4K
Total $4K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $4K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PGIA, INC.100%
Total $3551 slice

Plan deep-dives

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

DONNELLY SERVICE GROUP, INC. 401(K) PLAN

401k

Assets$911K
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DONNELLY SERVICE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$498K
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DONNELLY GROUP SERVICES, INC. DBA THE MAIDS HOME SERVICES

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$4K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DONNELLY SERVICE GROUP, INC. 401(K) PLAN401k$911K962024
003DONNELLY SERVICE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$498K1402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DONNELLY GROUP SERVICES, INC. DBA THE MAIDS HOME SERVICESFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$4K1092025
Retirement plans
Welfare plans
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