Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
EDWARD J. DONAHUE, P.C.
EIN 36-3995454wholesaleLatest filing 2025
Plans
2
Retirement
2
$15.0M assets
Welfare
0
Participants
77
4310 CRYSTAL LAKE ROAD, SUITE C-D - MCHENRY, IL 60050815-344-8860don.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.0M assets / 77 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
EDWARD J. DONAHUE, P.C. CASH BALANCE PLAN
CashBalance
Assets$8.2M
Participants32
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EDWARD J. DONAHUE, P.C. PROFIT SHARING 401(K) PLAN AND TRUST
401k
Assets$6.8M
Participants45
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 | EDWARD J. DONAHUE, P.C. CASH BALANCE PLAN | CashBalance | $8.2M | 32 | 2025 | |
| 001 | EDWARD J. DONAHUE, P.C. PROFIT SHARING 401(K) PLAN AND TRUST | 401k | $6.8M | 45 | 2024 |
Retirement plans