O'Donnell & Naccarato, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: O'Donnell & Naccarato, INC.
  • Sponsor EIN: 222381252
  • Sponsor Address: 701 MARKET STREET SUITE 6000, PHILADELPHIA, PA, 19106
  • Plan Type: DC
  • Total Participants: 85
  • Total Assets: $10.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202485$10.4M$400,000$0
202368$8.4M$500,000$0
202267$10.7M$594,999$0

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