Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
COLEMAN AND FORAN PARTNERSHIP
EIN 20-5377239Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
37
19910 NORTH COVE RD. - CORNELIUS, NC 28031704-892-1198
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 37 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NORTH CAROLINA OFS RETIREMENT PLAN & TRUST
401k
Assets$2.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
NORTH CAROLINA OFS CASH BALANCE PLAN & TRUST
CashBalance
Assets$530K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTH CAROLINA OFS RETIREMENT PLAN & TRUST | 401k | $2.3M | 22 | 2024 | |
| 003 | NORTH CAROLINA OFS CASH BALANCE PLAN & TRUST | CashBalance | $530K | 15 | 2024 |
Retirement plans