How big is Shepard O'DONnell, PC's plan?

Shepard O'DONnell, PC's plan reported $3.8M in assets and 8 participants for 2024.

Original filing (PDF)20250721153824NAL0001690017001

Shepard O'DONnell, PC

Name: Shepard O'DONnell, PC — Shepard O'DONnell, PC., Form 5500 (2024)
Creator: Shepard O'DONnell, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepard O'DONnell, PC. 401(k) Retirement Plan

401(k) retirement plan · Shepard O'DONnell, PC's Shepard O'DONnell, PC. 401(k) Retirement Plan held $3.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Shepard O'DONnell, PC's EIN is 04-3396379.

EIN 04-3396379

Plan number 001

Plan year 2024

ACK ID 20250721153824NAL0001690017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shepard O'DONnell, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shepard O'DONnell, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPARD O'DONNELL, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SHEPARD O'DONNELL, PC

EIN

all filings

Address

160 FEDERAL STREET · BOSTON, MA · 02110

Phone

(617) 451-9191

Industry

Law Offices· Professional & Technical Services

Plan administrator