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  2. O'DONNELL LAW FIRM, LTD.
Sponsor portfolio

O'DONNELL LAW FIRM, LTD.

EIN 36-4083916-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
9
28045 ASHLEY CIRCLE, SUITE 101 - LIBERTYVILLE, IL 60048847-367-2750
Plans on this EIN
2 filings
#001401k-$3.0M - 4 part#002CashBalance-$2.2M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • FIRM, LTD. 401(K) (#001)59%
  • PLAN & TRUST (#002)41%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)5
  • FIRM, LTD. 401(K) (#001)4
Total 9Click 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#001

O'DONNELL LAW FIRM, LTD. 401(K) PLAN

401k

Assets$3.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

O'DONNELL LAW FIRM, LTD. CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001O'DONNELL LAW FIRM, LTD. 401(K) PLAN401k$3.0M42024
002O'DONNELL LAW FIRM, LTD. CASH BALANCE PENSION PLAN & TRUSTCashBalance$2.2M52024
Retirement plans
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