Assets by plan
Share of aggregate retirement assets
Filings through .
McDonnell and Associates, PA
EIN 20-0043908Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Health & Benefits
0
Participants
49
2442 DEVINE STREET - COLUMBIA, SC 292052421803-931-8793
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 49 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN
401(k)
Assets$952K
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
MCDONNELL AND ASSOCIATES PROFIT SHARING PLAN
Profit-sharing
Assets$227K
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | 401(k) | $952K | 29 | 2025 |
| #004 | MCDONNELL AND ASSOCIATES PROFIT SHARING PLAN | Profit-sharing | $227K | 20 | 2025 |
- #002 · 401(k) · 202529
- #004 · Profit-sharing · 202520
Retirement plans