Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROGERS JOSEPH O'DONNELL, APC
EIN 94-2747738law practiceLatest filing 2024
Plans
2
Retirement
2
$48.6M assets
Welfare
0
Participants
114
311 CALIFORNIA ST FLR 10 - SAN FRANCISCO, CA 941042695415-956-2828rjo.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $48.6M assets / 114 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
ROGERS JOSEPH O'DONNELL, APC RETIREMENT SAVINGS
401k
Assets$45.5M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROGERS JOSEPH O'DONNELL, APC ASSOCIATES PLAN
401k
Assets$3.1M
Participants36
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 | ROGERS JOSEPH O'DONNELL, APC RETIREMENT SAVINGS | 401k | $45.5M | 78 | 2024 | |
| 002 | ROGERS JOSEPH O'DONNELL, APC ASSOCIATES PLAN | 401k | $3.1M | 36 | 2024 |
Retirement plans