How big is The O'DONnell Group, Inc.'s plan?

The O'DONnell Group, Inc.'s plan reported $397K in assets and 2 participants for 2024.

Original filing (PDF)20250826140539NAL0008572225001

The O'DONnell Group, Inc.

Name: The O'DONnell Group, Inc. — Safe-Harbor 401(k), Form 5500 (2024)
Creator: The O'DONnell Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe-Harbor 401(k) Profit Sharing Plan for Employees of the O'DONnell Group, Inc.

401(k) retirement plan · The O'DONnell Group, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of the O'DONnell Group, Inc. held $397K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$397K

Net assets (EOY)

$397K

People on this filing

Shahab Taleghi signed The O'DONnell Group, Inc.'s 2024 Form 5500 as plan administrator.

Shahab Taleghi — 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

The O'DONnell Group, Inc.'s EIN is 33-0418874.

EIN 33-0418874

Plan number 001

Plan year 2024

ACK ID 20250826140539NAL0008572225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The O'DONnell Group, Inc.'s plan includes 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 THE O'DONNELL GROUP, INC..

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE O'DONNELL GROUP, INC.

EIN

all filings

Address

567 SAN NICOLAS DR STE 450 · NEWPORT BEACH, CA · 926606512

Phone

(949) 718-9898

Industry

Real Estate

Plan administrator