Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $35.8M assets / 237 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | O'DONNELL & NACCARATO INC. CASH OR DEFERRED PROFIT SHARING PLAN | 401(k) | $24.8M | 119 | 2025 |
| #002 | O'DONNELL & NACCARATO INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.0M | 118 | 2025 |