Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Odonnell Financial Group
EIN 46-1470913Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$839K assets
Welfare
0
Participants
8
1101 FIFTH AVE, SUITE 150 - SAN RAFAEL, CA 94901415-758-6331
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $839K assets / 8 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
O'DONNELL FINANCIAL GROUP CASH BALANCE PENSION PLAN
Cash balance
Assets$825K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
O'DONNELL FINANCIAL GROUP RETIREMENT PLAN
Profit-sharing
Assets$15K
Participants4
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 | O'DONNELL FINANCIAL GROUP CASH BALANCE PENSION PLAN | Cash balance | $825K | 4 | 2025 | |
| 003 | O'DONNELL FINANCIAL GROUP RETIREMENT PLAN | Profit-sharing | $15K | 4 | 2025 |
Retirement plans