Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARGARET OLEARY INC
EIN 94-3147358apparel & fashionLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
88
50 DORMAN AVENUE - SAN FRANCISCO, CA 94124415-354-6668margaretoleary.comLinkedIn51-200 employeesapparel & fashion
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 88 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
MARGARET O'LEARY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.9M
Participants34
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MARGARET O'LEARY INC 401(K) PLAN & TRUST
401k
Assets$1.4M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARGARET O'LEARY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.9M | 34 | 2025 | |
| 001 | MARGARET O'LEARY INC 401(K) PLAN & TRUST | 401k | $1.4M | 54 | 2025 |
Retirement plans