Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES DONOVAN, INC.
EIN 90-0730450Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$491K assets
Welfare
0
Participants
8
7677 DR. PHILLIPS BLVD, SUITE 200 - ORLANDO, FL 32819407-488-5020jamesdonovan.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $491K assets / 8 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#002
JAMES DONOVAN, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$323K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES DONOVAN, INC. 401(K) PLAN
401k
Assets$168K
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 | |
|---|---|---|---|---|---|---|
| 002 | JAMES DONOVAN, INC. CASH BALANCE PENSION PLAN | CashBalance | $323K | 4 | 2025 | |
| 001 | JAMES DONOVAN, INC. 401(K) PLAN | 401k | $168K | 4 | 2025 |
Retirement plans