Plan Snapshot
- Plan Sponsor: O'Shaughnessy Real Estate, INC
- Sponsor EIN: 204997469
- Sponsor Address: 4024 SALT POINTE PARKWAY, CHARLESTON, SC, 29405
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $12.5M | $124,451 | $595,606 |
| 2023 | 105 | $11.3M | $73,145 | $548,628 |
| 2022 | 104 | $10.5M | $81,848 | $537,934 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SYMPHONA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMPHONA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $79,457 | $43,484 | $35,973 | — | — |
| 2023 | $41,641 | — | $41,641 | — | — |
| 2022 | $37,739 | — | $37,739 | — | — |