Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
O'DONNELL & NACCARATO, INC.
EIN 22-2381252constructionLatest filing 2024
Plans
2
Retirement
2
$31.8M assets
Welfare
0
Participants
231
701 MARKET STREET SUITE 6000 - PHILADELPHIA, PA 19106215-925-3788o-n.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $31.8M assets / 231 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
O'DONNELL & NACCARATO INC. CASH OR DEFERRED PROFIT SHARING PLAN
401k
Assets$21.5M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
O'DONNELL & NACCARATO INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.4M
Participants112
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 | O'DONNELL & NACCARATO INC. CASH OR DEFERRED PROFIT SHARING PLAN | 401k | $21.5M | 119 | 2024 | |
| 002 | O'DONNELL & NACCARATO INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.4M | 112 | 2024 |
Retirement plans