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Company:
O.R. Colan Group, LLC
Plan:
O.R. Colan Associates 401k Plan
 

O.R. Colan Group, LLC

71 Plan: O.R. Colan Associates 401k Plan

 
 
71
41
68
88
0
10
20
30
40
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70
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100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (71) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $128,200 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

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, and Salary Deferral. O.R. Colan Associates 401k Plan currently has over 100 active participants and over $9.3M in plan assets.


 Investment Menu Statistics

No. of Investment Options
20
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Janus Opportunistic Growth 16%
2. Loomis Sayles Value 15%
3. Total Other Investments 9%

 Retirement Plan Details

Address 11121 Carmel Commons Blvd Suite 200
Charlotte, NC 28226 
Industry Lessors of Other Real Estate Property
Administrator John Shelton
Net Plan Assets $9,310,000
Total Participants 180
Avg Account Balance $69,000

 
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