Assets by plan
Share of aggregate retirement assets
Filings through .
Rogers Joseph O'Donnell, Apc
EIN 94-2747738law practiceLatest filing 2025
Plans
2
Retirement
2
$55.4M assets
Health & Benefits
0
Participants
111
311 CALIFORNIA ST FLR 10 - SAN FRANCISCO, CA 941042614415-956-2828rjo.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $55.4M assets / 111 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ROGERS JOSEPH O'DONNELL, APC RETIREMENT SAVINGS
401(k)
Assets$51.7M
Participants77
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ROGERS JOSEPH O'DONNELL, APC ASSOCIATES PLAN
401(k)
Assets$3.7M
Participants34
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROGERS JOSEPH O'DONNELL, APC RETIREMENT SAVINGS | 401(k) | $51.7M | 77 | 2025 |
| #002 | ROGERS JOSEPH O'DONNELL, APC ASSOCIATES PLAN | 401(k) | $3.7M | 34 | 2025 |
- #001 · 401(k) · 202577
- #002 · 401(k) · 202534
Retirement plans