Plan Rating

We currently do not have enough data to calculate a rating for this plan.

Plan Description

Odell Associates, Inc. Retirement Savings and Profit Sharing Plan is a defined contribution plan with a 401k feature. Odell Associates, Inc. Retirement Savings and Profit Sharing Plan currently has fewer than 100 active participants and over $6.6M in plan assets.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

Plan data accurate as of 12/31/2012
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 800 West Hill St 3rd Fl
  • Location
    Charlotte , NC
  • 28208
  • Industry
    Architectural Services
  • Administrator
    Rebecca Morris
  • Net Plan Assets
  • Total Participants
  • Avg Account Balance


Plan Service Providers

Wells Fargo
Greer & Walker

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question