Overview

Plan Rating

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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
    $6,580,000
  • Total Participants
    98
  • Avg Account Balance
    $75,000

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Transamerica
Consultant
Wells Fargo
Auditor
Greer & Walker

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