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.
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.
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.
