Search public Form 5500 filings

Plans

• planCarolina One Retirement PlanFinancial statementProvider compensation2023 filing
  Sponsor: O'Shaughnessy Real Estate, IncEIN: 20-4997469Plan: 001Participants: 138Assets: $11,310,451Location: Charleston, SCLatest: 2023
• planCarolina One Real Estate Services Employee Benefit Plan2023 filing
  Sponsor: O'Shaunghnessy Real Estate, IncEIN: 20-4997469Plan: 501Participants: 107Assets: not reported in the loaded datasetLocation: North Charleston, SCLatest: 2023