Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE O'DELL GROUP, INC.
EIN 90-0034898real estateLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
11
12151 COUNTRY LN - SANTA ANA, CA 927053159714-838-8092theodellgroup.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 11 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
THE O'DELL GROUP, INC. PROFIT SHARING PLAN
401k
Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE O'DELL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$565K
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 | |
|---|---|---|---|---|---|---|
| 001 | THE O'DELL GROUP, INC. PROFIT SHARING PLAN | 401k | $2.6M | 7 | 2025 | |
| 002 | THE O'DELL GROUP, INC. CASH BALANCE PLAN | CashBalance | $565K | 4 | 2024 |
Retirement plans