O.R. COLAN ASSOCIATES 401(K) PLAN

[ EIN: 01-0780018 | Plan No. 002 ]

Form 5500 filing classifies O.R. COLAN ASSOCIATES 401(K) PLAN as a 401(k) plan, sponsored by O.R. COLAN ASSOCIATES, LLC. The plan is a Large Plan with 488 participants and total assets of $27,646,758 reported for the 2024 plan year.

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Plan Sponsor: O.R. COLAN ASSOCIATES, LLC

Location: 7005 SHANNON WILLOW ROAD SUITE 100, CHARLOTTE, NC 28226

EIN: 010780018

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 488

Total Assets: $27,646,758

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