How big is Donnelly Group, LLC's plan?

Donnelly Group, LLC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250630122521NAL0011147201005

Donnelly Group, LLC

Name: Donnelly Group, LLC — Donnelly Group, LLC Retirement, Form 5500 (2024)
Creator: Donnelly Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donnelly Group, LLC Retirement Plan

401(k) retirement plan · Donnelly Group, LLC's Donnelly Group, LLC Retirement Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Paul Donnelly signed Donnelly Group, LLC's 2024 Form 5500 as plan administrator.

Paul Donnelly — 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

Donnelly Group, LLC's EIN is 47-1823230.

EIN 47-1823230

Plan number 001

Plan year 2024

ACK ID 20250630122521NAL0011147201005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donnelly Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donnelly Group, 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 DONNELLY GROUP, 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