PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MARGARET DONALDSON INTERIORS, LLC
Sponsor portfolio

MARGARET DONALDSON INTERIORS, LLC

EIN 57-0885678-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
32
1557 MEETING STREET - CHARLESTON, SC 29405843-722-2640
Plans on this EIN
2 filings
#001401k-$3.4M - 22 part#002CashBalance-$1.6M - 10 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • MDI 401(K) (#001)68%
  • CASH BALANCE PENSION (#002)32%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MDI 401(K) (#001)22
  • CASH BALANCE PENSION (#002)10
Total 32Click 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

MDI 401(K) PLAN

401k

Assets$3.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARGARET DONALDSON INTERIORS, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MDI 401(K) PLAN401k$3.4M222025
002MARGARET DONALDSON INTERIORS, LLC CASH BALANCE PENSION PLANCashBalance$1.6M102024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica