Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK O'BANION PLUMBING AND HEATING INCORPORATED
EIN 46-0686794ConstructionLatest filing 2024
Plans
2
Retirement
2
$699K assets
Welfare
0
Participants
14
PO BOX 2874 - NANTUCKET, MA 02584508-400-3569
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $699K assets / 14 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
MARK O'BANION PLUMBING AND HEATING INC. CASH BALANCE PLAN
CashBalance
Assets$462K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK O'BANION PLUMBING AND HEATING INC. 401(K) PLAN
401k
Assets$237K
Participants8
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 | MARK O'BANION PLUMBING AND HEATING INC. CASH BALANCE PLAN | CashBalance | $462K | 6 | 2024 | |
| 001 | MARK O'BANION PLUMBING AND HEATING INC. 401(K) PLAN | 401k | $237K | 8 | 2024 |
Retirement plans