How big is Shepard O' Donnell's plan?

Shepard O' Donnell's plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20250709110927NAL0005594673001

Shepard O' Donnell

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

Form 5500-SF

FILING_RECEIVED

Shepard O'DONnell, PC Cash Balance Plan

Defined-benefit pension plan · Shepard O' Donnell's Shepard O'DONnell, PC Cash Balance Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Shepard O' Donnell's EIN is 04-3396379.

EIN 04-3396379

Plan number 002

Plan year 2024

ACK ID 20250709110927NAL0005594673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepard O' Donnell's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score