O'SHAUGHNESSY REAL ESTATE, INC 401(k) Plan
What public Form 5500 filings show about the O'SHAUGHNESSY REAL ESTATE, INC 401(k) plan — and how to find and check your own account.
The O'SHAUGHNESSY REAL ESTATE, INC 401(k) on its latest Form 5500
O'SHAUGHNESSY REAL ESTATE, INC (EIN 20-4997469) reports CAROLINA ONE RETIREMENT PLAN on its most recent Form 5500, with $12.5M in plan assets across 127 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full O'SHAUGHNESSY REAL ESTATE, INC filing — schedules, fees, and providers.
Who runs the O'SHAUGHNESSY REAL ESTATE, INC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your O'SHAUGHNESSY REAL ESTATE, INC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH EQUITY, NWRPC.
How to check your O'SHAUGHNESSY REAL ESTATE, INC 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask O'SHAUGHNESSY REAL ESTATE, INC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).