Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCDONNELL AND ASSOCIATES, PA
EIN 20-0043908Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
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 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
MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN
401k
Assets$952K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MCDONNELL AND ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$227K
Participants20
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 | MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | 401k | $952K | 29 | 2025 | |
| 004 | MCDONNELL AND ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $227K | 20 | 2025 |
Retirement plans