Original filing (PDF)20250923124002NAL0002556083001

O'DONNELL, SCHWARTZ & ANDERSON,

Name: O'DONNELL, SCHWARTZ & ANDERSON, — O'DONNELL, SCHWARTZ & ANDERSON, P.C., Form 5500 (2024)
Creator: O'DONNELL, SCHWARTZ & ANDERSON,

Form 5500-SF

FILING_RECEIVED

O'DONNELL, SCHWARTZ & ANDERSON, P.C.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'DONNELL, SCHWARTZ & ANDERSON,.

Plan sponsor

Name

O'DONNELL, SCHWARTZ & ANDERSON,

EIN

52-1852719

Address

1029 VERMONT AVE NW STE 850 · WASHINGTON, DC · 200056320

Phone

(202) 898-1707

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

CAMPBELL, TROHN, TAMAYO & ARANDA, P.A.

CAMPBELL, TROHN, TAMAYO & ARANDA 401(K)PLAN

$3.9M · 20 participants

WILSON GROUP LAW, PLC

WILSON GROUP LAW RETIREMENT PLAN

$3.9M · 3 participants

ROHDE DALES LLP

ROHDE DALES 401(K) PLAN

$3.9M · 13 participants

LAW OFFICES OF RONALD J. ROSENBERG

LAW OFFICES OF RONALD J. ROSENBERG 401(K) PLAN

$3.9M · 9 participants

BLACK AND ROSE, LLP

BLACK AND ROSE LLP 401 K PROFIT SHARING PLAN TRUST

$3.9M · 32 participants