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Sponsor portfolio

DONALD A. CAMPBELL AND COMPANY

EIN 36-2877929-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$11.5M assets
Welfare
0
Participants
140
190 SOUTH LASALLE, SUITE 2875 - CHICAGO, IL 60603312-896-8868
Plans on this EIN
2 filings
#002ESOP-$9.5M - 85 part#001ProfitSharing-$2.0M - 55 part

Retirement portfolio analytics

2 plans aggregated / $11.5M assets / 140 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEE STOCK OWNERSHIP (#002)82%
  • PROFIT SHARING PLAN (#001)18%
Total $11.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)85
  • PROFIT SHARING PLAN (#001)55
Total 140Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DONALD A. CAMPBELL AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.5M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DONALD A. CAMPBELL & COMPANY PROFIT SHARING PLAN

ProfitSharing

Assets$2.0M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DONALD A. CAMPBELL AND COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$9.5M852025
001DONALD A. CAMPBELL & COMPANY PROFIT SHARING PLANProfitSharing$2.0M552025
Retirement plans
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