How big is Pannone Lopes Devereaux & O'GARA LLC's plan?

Pannone Lopes Devereaux & O'GARA LLC's plan reported $14.3M in assets and 58 participants for 2024.

Original filing (PDF)20250603142730NAL0007282467001

Pannone Lopes Devereaux & O'GARA LLC

Name: Pannone Lopes Devereaux & O'GARA LLC — PLDO 401(k), Form 5500 (2024)
Creator: Pannone Lopes Devereaux & O'GARA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PLDO 401(k) Plan

401(k) retirement plan · Pannone Lopes Devereaux & O'GARA LLC's PLDO 401(k) Plan held $14.3M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

Plan identifiers

Pannone Lopes Devereaux & O'GARA LLC's EIN is 11-3769678.

EIN 11-3769678

Plan number 001

Plan year 2024

ACK ID 20250603142730NAL0007282467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pannone Lopes Devereaux & O'GARA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pannone Lopes Devereaux & O'GARA LLC'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 PANNONE LOPES DEVEREAUX & O'GARA LLC.

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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