O.R. Colan Associates 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 35% of plans for Account Balances, Company Generosity, Investment Menu Quality, and Salary Deferral. O.R. Colan Associates 401k Plan currently has over 100 active participants and over $9.3M in plan assets.
|1.||Janus Opportunistic Growth||16%|
|2.||Loomis Sayles Value||15%|
|3.||Total Other Investments||9%|
11121 Carmel Commons Blvd Suite 200
Charlotte, NC 28226
|Industry||Lessors of Other Real Estate Property|
|Net Plan Assets||$9,310,000|
|Avg Account Balance||$69,000|
|Cornish & Carey Commercial||75.2|
|North American Properties||72.3|
|Morton G. Thalhimer||55.5|
|Insurance Carrier||Minnesota Life|
|Insurance Advisor/Broker||Securian Financial Group, Inc.|
|Insurance Advisor/Broker||Minnesota Life|
|Investment Adviser||Minnesota Life|
|Auditor||Msi Barnes & Associates|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.