Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH S. DONOHO INSURANCE, INC.
EIN 59-3646520insuranceLatest filing 2024
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
46
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 46 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#001
JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN
401k
Assets$4.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH S. DONOHO INSURANCE, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.6M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSEPH S. DONOHO INSURANCE, INC. 401(K) EMPLOYEE SAVINGS PLAN | 401k | $4.6M | 24 | 2024 | |
| 002 | JOSEPH S. DONOHO INSURANCE, INC. DEFINED BENEFIT PLAN | TraditionalDB | $3.6M | 22 | 2024 |
Retirement plans