How big is Plunkett & Donnard's plan?

Plunkett & Donnard's plan reported $5.9M in assets and 4 participants for 2024.

Original filing (PDF)20250719102213NAL0004694530001

Plunkett & Donnard

Name: Plunkett & Donnard — Plunkett & Donnard Simplified, Form 5500 (2024)
Creator: Plunkett & Donnard
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plunkett & Donnard Simplified PSP

Defined-contribution retirement plan · Plunkett & Donnard's Plunkett & Donnard Simplified PSP held $5.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Joseph Plunkett signed Plunkett & Donnard's 2024 Form 5500 as plan administrator.

Joseph Plunkett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Plunkett & Donnard's EIN is 13-3214680.

EIN 13-3214680

Plan number 002

Plan year 2024

ACK ID 20250719102213NAL0004694530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Plunkett & Donnard from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Plunkett & Donnard's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLUNKETT & DONNARD.

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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