O'donnell & Naccarato Inc. Cash Or Deferred Profit Sharing Plan
Sponsored by O'donnell & Naccarato, Inc. · EIN 222381252 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 99
- With balances
- 115
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $89,441 |
| Ascensus | Contract administrator, Other fees, Direct payment from the plan | $2,424 |
| Lpl Financial Llc | Other services, Other fees | $0 |