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  2. DONOSO & PARTNERS, L.L.C.
Sponsor portfolio

DONOSO & PARTNERS, L.L.C.

EIN 80-0902368-law practice-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
27
7910 WOODMONT AVENUE, SUITE 700 - BETHESDA, MD 20814301-276-0656donosolaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$1.6M - 21 part#002CashBalance-$1.3M - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN & TRUST (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)21
  • CASH BALANCE PLAN (#002)6
Total 27Click 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

DONOSO & PARTNERS, L.L.C. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

DONOSO & PARTNERS, LLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DONOSO & PARTNERS, L.L.C. 401(K) PROFIT SHARING PLAN & TRUST401k$1.6M212025
002DONOSO & PARTNERS, LLC CASH BALANCE PLANCashBalance$1.3M62024
Retirement plans
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