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Sponsor portfolio

DONNELLY LAW OFFICE

EIN 56-2332047-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
20
211 2ND ST. NW - AUSTIN, MN 55912507-434-9665
Plans on this EIN
2 filings
#001401k-$1.4M - 11 part#002CashBalance-$215K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • LAW OFFICE 401(K) (#001)87%
  • CASH BALANCE PLAN (#002)13%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW OFFICE 401(K) (#001)11
  • CASH BALANCE PLAN (#002)9
Total 20Click 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

DONNELLY LAW OFFICE 401(K) PLAN

401k

Assets$1.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DONNELLY LAW OFFICE, PLLC CASH BALANCE PLAN

CashBalance

Assets$215K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DONNELLY LAW OFFICE 401(K) PLAN401k$1.4M112024
002DONNELLY LAW OFFICE, PLLC CASH BALANCE PLANCashBalance$215K92024
Retirement plans
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