Carolina One Retirement Plan
Sponsored by O'shaughnessy Real Estate, Inc · EIN 204997469 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 127
- With balances
- 113
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity | Investment advisory (plan) | $43,484 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $35,973 |
| Nwrpc Llc | Contract administrator | $0 |