Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PLUNKETT & DONNARD
EIN 13-3214680Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$10.4M assets
Welfare
0
Participants
8
401 BROADWAY STE 912 - NEW YORK, NY 100133026212-219-9866
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.4M assets / 8 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#002
PLUNKETT & DONNARD SIMPLIFIED PSP
ProfitSharing
Assets$6.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PLUNKETT & DONNARD SIMPLIFIED MPP
MoneyPurchase
Assets$4.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PLUNKETT & DONNARD SIMPLIFIED PSP | ProfitSharing | $6.1M | 4 | 2025 | |
| 001 | PLUNKETT & DONNARD SIMPLIFIED MPP | MoneyPurchase | $4.3M | 4 | 2025 |
Retirement plans