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  2. O'Donnell & Naccarato, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Top hat

O'Donnell & Naccarato, Inc.

EIN 22-2381252-construction-Latest filing 2025
Plans
2
Retirement
2
$35.8M assets
Health & Benefits
0
Participants
237
701 MARKET STREET SUITE 6000 - PHILADELPHIA, PA 19106215-925-3788o-n.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401(k)-$24.8M - 119 part#002ESOP-$11.0M - 118 part

Retirement portfolio analytics

2 plans aggregated / $35.8M assets / 237 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$24.8M
  • EMPLOYEE STOCK OWNERSHIP (#002)$11.0M
Total $35.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)119
  • EMPLOYEE STOCK OWNERSHIP (#002)118
Total 237Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

O'DONNELL & NACCARATO INC. CASH OR DEFERRED PROFIT SHARING PLAN

401(k)

Assets$24.8M
Participants119
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

O'DONNELL & NACCARATO INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.0M
Participants118
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001O'DONNELL & NACCARATO INC. CASH OR DEFERRED PROFIT SHARING PLAN401(k)$24.8M1192025
#002O'DONNELL & NACCARATO INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$11.0M1182025
  • O'DONNELL & NACCARATO INC. CASH OR DEFERRED PROFIT SHARING PLAN$24.8M
    #001 · 401(k) · 2025119
  • O'DONNELL & NACCARATO INC. EMPLOYEE STOCK OWNERSHIP PLAN$11.0M
    #002 · ESOP · 2025118
Retirement plans

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  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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