Employee Benefits Plan Of The Osborne Association, Inc.
Sponsored by The Osborne Assoc Inc · EIN 135563028 · Plan #002
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 182
- With balances
- 239
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $14,033 |