Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHEPARD O' DONNELL
EIN 04-3396379law practiceLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
27
160 FEDERAL STREET - BOSTON, MA 02110617-451-9191shepardlawfirm.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHEPARD O'DONNELL, PC. 401(K) RETIREMENT PLAN
401k
Assets$4.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHEPARD O'DONNELL, PC CASH BALANCE PLAN
CashBalance
Assets$162K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEPARD O'DONNELL, PC. 401(K) RETIREMENT PLAN | 401k | $4.7M | 13 | 2025 | |
| 002 | SHEPARD O'DONNELL, PC CASH BALANCE PLAN | CashBalance | $162K | 14 | 2025 |
Retirement plans