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 73, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Salary Deferral. O.R. Colan Associates 401k Plan currently has over 100 active participants and over $6.8M in plan assets.
|1.||Minnesota Life Large Growth Equity III||12%|
|2.||Minnesota Life Large Value Equity XIV||12%|
|3.||Minnesota Life LifeStrategy I||7%|
11111 Carmel Commons Blvd Suite 410
Charlotte, NC 28226
|Industry||Lessors of Other Real Estate Property|
|Net Plan Assets||$6,760,000|
|Avg Account Balance||$59,000|
|Equity Fund Advisors||72.7|
|North American Properties||70.5|
|Tunnell Companies, LP||66.4|
|Aronov Realty Management||55.9|
|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.