· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DONOSO & PARTNERS, LLC — DONOSO & PARTNERS, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008095022NAL0005654849001
DONOSO & PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
DONOSO & PARTNERS, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DONOSO & PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
DONOSO & PARTNERS, LLC
EIN
80-0902368
Address
7910 WOODMONT AVENUE · SUITE 700 · BETHESDA, MD · 20814
Phone
(301) 276-0653
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
RAYLE, MATTHEW & COON
RAYLE, MATTHEWS & COON 401K PROFIT SHARING PLAN
$1.3M · 3 participants
JOHN M. TOTTEN, PC
JOHN M. TOTTEN, PC SAFE HARBOR 401K PROFIT SHARING
$1.3M · 2 participants
THE MYERS FIRM - ATTORNEYS AT LAW
THE MYERS FIRM 401(K) RETIREMENT PLAN
$1.3M · 6 participants
BECKER AND HOUSE MANAGEMENT, LLC
BECKER AND HOUSE MANAGEMENT, LLC 401(K)
$1.3M · 13 participants
RUBENSTEIN & PITTS, PLLC
RUBENSTEIN & PITTS 401(K) PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 11 participants
MARRA, EVENSON & LEVINE, P.C.
MARRA, EVENSON & LEVINE, P.C. 401(K) PROFIT SHARING PLAN
$1.3M · 8 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B